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Gallagher Capital Advisors, LLC: SCHD position timeline

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

Gallagher Capital Advisors, LLC held 8,802 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,802 shares
    Change vs previous 13F +60 shares

    0.15% of the 13F portfolio, value $286,336.

    13F-HR 0002085853-26-001131 filed by Gallagher Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,742 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $277,201.

    13F-HR 0002085853-26-000931 filed by Gallagher Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).