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Glass Jacobson Investment Advisors llc: SCHD position timeline

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

Glass Jacobson Investment Advisors llc held 47,590 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,590 shares
    Change vs previous 13F +4,808 shares

    0.47% of the 13F portfolio, value $1,509,082.

    13F-HR 0001964394-26-000003 filed by Glass Jacobson Investment 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 ended2026-03-31
    13F 42,782 shares
    Change vs previous 13F +4,865 shares

    0.45% of the 13F portfolio, value $1,312,555.

    13F-HR 0001964394-26-000002 filed by Glass Jacobson Investment 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 ended2025-12-31
    13F 37,917 shares
    Change vs previous 13F -1,178 shares

    0.37% of the 13F portfolio, value $1,040,076.

    13F-HR 0001964394-26-000001 filed by Glass Jacobson Investment 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 ended2025-09-30
    13F 39,095 shares
    Change vs previous 13F -1,719 shares

    0.39% of the 13F portfolio, value $1,067,284.

    13F-HR 0001964394-25-000005 filed by Glass Jacobson Investment 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 ended2025-06-30
    13F 40,814 shares
    Change vs previous 13F -8,927 shares

    0.42% of the 13F portfolio, value $1,081,566.

    13F-HR 0001964394-25-000004 filed by Glass Jacobson Investment 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 ended2025-03-31
    13F 49,741 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,358,914.

    13F-HR 0001964394-25-000002 filed by Glass Jacobson Investment 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 ended2024-12-31
    13F 49,741 shares
    Change vs previous 13F +32,491 shares

    0.45% of the 13F portfolio, value $1,358,914.

    13F-HR 0001964394-25-000001 filed by Glass Jacobson Investment 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 ended2024-09-30
    13F 17,250 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,458,152.

    13F-HR 0001964394-24-000004 filed by Glass Jacobson Investment Advisors llc
    Filed (acceptance time not in the bulk data set), ingested

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