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Disclosery

HCR Wealth Advisors: SCHD position timeline

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

HCR Wealth Advisors held 9,407 SCHD 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 9,407 shares
    Change vs previous 13F +563 shares

    0.03% of the 13F portfolio, value $298,316.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 8,844 shares
    Change vs previous 13F +32 shares

    0.03% of the 13F portfolio, value $271,345.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 8,812 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $241,723.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 8,752 shares
    Change vs previous 13F +815 shares

    0.02% of the 13F portfolio, value $239,280.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 7,937 shares
    Change vs previous 13F +749 shares

    0.02% of the 13F portfolio, value $210,339.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 7,188 shares
    Change vs previous 13F +7,188 shares

    0.03% of the 13F portfolio, value $201,003.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 0 shares
    Change vs previous 13F -2,366 shares

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 2,366 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $200,017.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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