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High Net Worth Advisory Group LLC: SCHD position timeline

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

High Net Worth Advisory Group LLC held 237,654 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 237,654 shares
    Change vs previous 13F +3,842 shares

    1.6% of the 13F portfolio, value $7,536,022.

    13F-HR 0001919142-26-000003 filed by High Net Worth Advisory Group 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 233,812 shares
    Change vs previous 13F -4,050 shares

    1.67% of the 13F portfolio, value $7,173,357.

    13F-HR 0001919142-26-000002 filed by High Net Worth Advisory Group 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 237,862 shares
    Change vs previous 13F +19 shares

    1.5% of the 13F portfolio, value $6,524,571.

    13F-HR 0001919142-26-000001 filed by High Net Worth Advisory Group 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 237,843 shares
    Change vs previous 13F +3,383 shares

    1.56% of the 13F portfolio, value $6,493,131.

    13F-HR 0001919142-25-000002 filed by High Net Worth Advisory Group 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 234,460 shares
    Change vs previous 13F -62 shares

    1.64% of the 13F portfolio, value $6,213,424.

    13F-HR 0001085146-25-003712 filed by High Net Worth Advisory Group 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 234,522 shares
    Change vs previous 13F -148 shares

    1.85% of the 13F portfolio, value $6,557,400.

    13F-HR 0001085146-25-001969 filed by High Net Worth Advisory Group 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 234,670 shares
    Change vs previous 13F +159,328 shares

    1.79% of the 13F portfolio, value $6,411,366.

    13F-HR 0001085146-25-000383 filed by High Net Worth Advisory Group 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 75,342 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $6,369,092.

    13F-HR 0001085146-24-004843 filed by High Net Worth Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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