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Disclosery

HFG Advisors, Inc.: SCHD position timeline

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

HFG Advisors, Inc. held 0 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -10,770 shares

    13F-HR 0001951757-26-000445 filed by HFG Advisors, Inc.
    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.

  2. period ended2025-09-30
    13F 10,770 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $294,021.

    13F-HR 0001951757-25-001384 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 10,770 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $285,405.

    13F-HR 0001951757-25-001035 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 10,770 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $301,129.

    13F-HR 0001951757-25-000386 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 10,770 shares
    Change vs previous 13F +7,180 shares

    0.26% of the 13F portfolio, value $294,236.

    13F-HR 0001951757-25-000125 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 3,590 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $303,463.

    13F-HR 0001951757-24-001048 filed by HFG Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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