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FRG Family Wealth Advisors LLC: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FRG Family Wealth Advisors LLC on SCHD, newest first. How the timeline and the estimate are built.

FRG Family Wealth Advisors LLC held 325,196 SCHD shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 325,196 shares
    Change vs previous 13F -8,832 shares

    1.63% of the 13F portfolio, value $9,977,013.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-12-31
    13F 334,028 shares
    Change vs previous 13F -14,478 shares

    1.42% of the 13F portfolio, value $9,162,388.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-09-30
    13F 348,506 shares
    Change vs previous 13F -6,686 shares

    1.53% of the 13F portfolio, value $9,514,217.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-06-30
    13F 355,192 shares
    Change vs previous 13F +1,067 shares

    1.64% of the 13F portfolio, value $9,412,587.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-03-31
    13F 354,125 shares
    Change vs previous 13F +730 shares

    1.91% of the 13F portfolio, value $9,901,335.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 353,395 shares
    Change vs previous 13F +227,945 shares

    1.75% of the 13F portfolio, value $9,654,751.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 125,450 shares
    Change vs previous 13F -4,700 shares

    1.9% of the 13F portfolio, value $10,604,289.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-06-30
    13F 130,150 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $10,331,307.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).