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Glen Eagle Advisors, LLC: SCHD position timeline

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

Glen Eagle Advisors, LLC held 30,475 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,475 shares
    Change vs previous 13F -4,872 shares

    0.12% of the 13F portfolio, value $966,353.

    13F-HR 0002029317-26-000004 filed by Glen Eagle 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 35,347 shares
    Change vs previous 13F +32,912 shares

    0.15% of the 13F portfolio, value $1,084,459.

    13F-HR 0002029317-26-000003 filed by Glen Eagle 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 2,435 shares
    Change vs previous 13F -637 shares

    0.01% of the 13F portfolio, value $66,792.

    13F-HR 0002029317-26-000001 filed by Glen Eagle 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 3,072 shares
    Change vs previous 13F +351 shares

    0.01% of the 13F portfolio, value $83,876.

    13F-HR 0002029317-25-000008 filed by Glen Eagle 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 2,721 shares
    Change vs previous 13F +271 shares

    0.01% of the 13F portfolio, value $72,117.

    13F-HR 0002029317-25-000004 filed by Glen Eagle 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 2,450 shares
    Change vs previous 13F -170 shares

    0.01% of the 13F portfolio, value $68,502.

    13F-HR 0002029317-25-000003 filed by Glen Eagle 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 2,620 shares
    Change vs previous 13F +1,610 shares

    0.01% of the 13F portfolio, value $71,578.

    13F-HR 0002029317-25-000001 filed by Glen Eagle 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 1,010 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $85,375.

    13F-HR 0002029317-24-000036 filed by Glen Eagle Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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