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Disclosery

HBK Sorce Advisory LLC: SCHD position timeline

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

HBK Sorce Advisory LLC held 289,747 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 289,747 shares
    Change vs previous 13F +31,153 shares

    0.19% of the 13F portfolio, value $9,747,089.

    13F-HR 0001379995-26-000004 filed by HBK Sorce Advisory 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 258,594 shares
    Change vs previous 13F +13,913 shares

    0.17% of the 13F portfolio, value $8,176,749.

    13F-HR 0001379995-26-000003 filed by HBK Sorce Advisory 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 244,681 shares
    Change vs previous 13F +19,624 shares

    0.18% of the 13F portfolio, value $7,700,109.

    13F-HR 0001379995-26-000002 filed by HBK Sorce Advisory 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/A 225,057 shares
    Change vs previous 13F -59,838 shares

    0.15% of the 13F portfolio, value $6,027,033.

    13F-HR/A 0001379995-25-000010 filed by HBK Sorce Advisory 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 284,895 shares
    Change vs previous 13F -7,032 shares

    0.2% of the 13F portfolio, value $7,549,726.

    13F-HR 0001379995-25-000006 filed by HBK Sorce Advisory 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 291,927 shares
    Change vs previous 13F +34,418 shares

    0.24% of the 13F portfolio, value $8,162,273.

    13F-HR 0001379995-25-000004 filed by HBK Sorce Advisory 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 257,509 shares
    Change vs previous 13F +178,873 shares

    0.21% of the 13F portfolio, value $7,035,142.

    13F-HR 0001379995-25-000002 filed by HBK Sorce Advisory 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 78,636 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $6,647,072.

    13F-HR 0001379995-24-000007 filed by HBK Sorce Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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