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Gradient Capital Advisors, LLC: SCHV position timeline

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

Gradient Capital Advisors, LLC held 37,645 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,645 shares
    Change vs previous 13F -1,503 shares

    0.3% of the 13F portfolio, value $1,310,430.

    13F-HR 0001727917-26-000006 filed by Gradient Capital 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 39,148 shares
    Change vs previous 13F -3,379 shares

    0.31% of the 13F portfolio, value $1,194,025.

    13F-HR 0001727917-26-000004 filed by Gradient Capital 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 42,527 shares
    Change vs previous 13F -170 shares

    0.32% of the 13F portfolio, value $1,259,236.

    13F-HR 0001727917-26-000002 filed by Gradient Capital 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 42,697 shares
    Change vs previous 13F -460 shares

    0.33% of the 13F portfolio, value $1,242,901.

    13F-HR 0001727917-25-000011 filed by Gradient Capital 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 43,157 shares
    Change vs previous 13F -2,006 shares

    0.35% of the 13F portfolio, value $1,194,166.

    13F-HR 0001727917-25-000009 filed by Gradient Capital 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 45,163 shares
    Change vs previous 13F +648 shares

    0.39% of the 13F portfolio, value $1,200,433.

    13F-HR 0001727917-25-000005 filed by Gradient Capital 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 44,515 shares
    Change vs previous 13F +29,133 shares

    0.37% of the 13F portfolio, value $1,160,506.

    13F-HR 0001727917-25-000002 filed by Gradient Capital 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 15,382 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,236,251.

    13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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