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Disclosery

HBW ADVISORY SERVICES LLC: SCHD position timeline

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

HBW ADVISORY SERVICES LLC held 332,830 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 332,830 shares
    Change vs previous 13F +892 shares

    0.95% of the 13F portfolio, value $10,554,032.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 331,938 shares
    Change vs previous 13F +3,902 shares

    1.07% of the 13F portfolio, value $10,183,870.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 328,036 shares
    Change vs previous 13F -9,821 shares

    0.98% of the 13F portfolio, value $8,998,038.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 337,857 shares
    Change vs previous 13F +10,795 shares

    1.04% of the 13F portfolio, value $9,223,505.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 327,062 shares
    Change vs previous 13F +27,549 shares

    1.07% of the 13F portfolio, value $8,667,144.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 299,513 shares
    Change vs previous 13F +364 shares

    1.19% of the 13F portfolio, value $8,374,391.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 299,149 shares
    Change vs previous 13F +197,845 shares

    0.84% of the 13F portfolio, value $8,172,745.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES 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 101,304 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $8,563,200.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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