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Disclosery

HC Advisors, LLC: SCHD position timeline

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

HC Advisors, LLC held 206,511 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,511 shares
    Change vs previous 13F +17,055 shares

    3.98% of the 13F portfolio, value $6,548,464.

    13F-HR 0001803295-26-000003 filed by HC 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 189,456 shares
    Change vs previous 13F +10,741 shares

    3.89% of the 13F portfolio, value $5,812,510.

    13F-HR 0001803295-26-000002 filed by HC 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 178,715 shares
    Change vs previous 13F +258 shares

    3.39% of the 13F portfolio, value $4,902,152.

    13F-HR 0001803295-26-000001 filed by HC 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 178,457 shares
    Change vs previous 13F -55,663 shares

    3.42% of the 13F portfolio, value $4,871,876.

    13F-HR 0001803295-25-000006 filed by HC 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 234,120 shares
    Change vs previous 13F -3,942 shares

    4.38% of the 13F portfolio, value $6,204,180.

    13F-HR 0001803295-25-000003 filed by HC 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 238,062 shares
    Change vs previous 13F -2,032 shares

    4.99% of the 13F portfolio, value $6,656,214.

    13F-HR 0001803295-25-000002 filed by HC 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 240,094 shares
    Change vs previous 13F +161,895 shares

    5.26% of the 13F portfolio, value $6,559,368.

    13F-HR 0001803295-25-000001 filed by HC 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 78,199 shares
    Change vs previous 13F not available

    5.44% of the 13F portfolio, value $6,610,161.

    13F-HR 0001803295-24-000005 filed by HC Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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