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Good Life Advisors, LLC: SCHD position timeline

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

Good Life Advisors, LLC held 144,177 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 144,177 shares
    Change vs previous 13F +4,430 shares

    0.24% of the 13F portfolio, value $3,820,710.

    13F-HR 0001085146-25-004710 filed by Good Life 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 ended2025-03-31
    13F 139,747 shares
    Change vs previous 13F -4,163 shares

    0.28% of the 13F portfolio, value $3,907,312.

    13F-HR 0001085146-25-002145 filed by Good Life 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 ended2024-12-31
    13F 143,910 shares
    Change vs previous 13F +96,080 shares

    0.29% of the 13F portfolio, value $3,931,613.

    13F-HR 0001085146-25-000666 filed by Good Life 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 ended2024-09-30
    13F 47,830 shares
    Change vs previous 13F +889 shares

    0.25% of the 13F portfolio, value $4,043,164.

    13F-HR 0001085146-24-004944 filed by Good Life 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 ended2024-06-30
    13F 46,941 shares
    Change vs previous 13F -53 shares

    0.3% of the 13F portfolio, value $3,650,099.

    13F-HR 0001085146-24-003080 filed by Good Life 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 ended2024-03-31
    13F 46,994 shares
    Change vs previous 13F +12,586 shares

    0.34% of the 13F portfolio, value $3,789,117.

    13F-HR 0001085146-24-002191 filed by Good Life 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 ended2023-12-31
    13F 34,408 shares
    Change vs previous 13F -2,783 shares

    0.26% of the 13F portfolio, value $2,619,539.

    13F-HR 0001085146-24-000279 filed by Good Life 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 ended2023-09-30
    13F 37,191 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,631,675.

    13F-HR 0001085146-23-003813 filed by Good Life Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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