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HighTower Advisors, LLC: SCHD position timeline

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

HighTower Advisors, LLC held 5,226,355 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 5,226,355 shares
    Change vs previous 13F +91,694 shares

    0.16% of the 13F portfolio, value $165,727,732.

    13F-HR 0001085146-26-000563 filed by HighTower 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 5,134,661 shares
    Change vs previous 13F -277,147 shares

    0.17% of the 13F portfolio, value $157,531,283.

    13F-HR 0001085146-26-000383 filed by HighTower 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 5,411,808 shares
    Change vs previous 13F -272,730 shares

    0.16% of the 13F portfolio, value $148,445,886.

    13F-HR 0001085146-26-000163 filed by HighTower 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 5,684,538 shares
    Change vs previous 13F +33,472 shares

    0.18% of the 13F portfolio, value $155,188,202.

    13F-HR 0001462245-25-000007 filed by HighTower 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 5,651,066 shares
    Change vs previous 13F -17,946 shares

    0.19% of the 13F portfolio, value $149,753,257.

    13F-HR 0001085146-25-004769 filed by HighTower 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 5,669,012 shares
    Change vs previous 13F +431,525 shares

    0.22% of the 13F portfolio, value $158,505,579.

    13F-HR 0001085146-25-002999 filed by HighTower 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 5,237,487 shares
    Change vs previous 13F +3,599,054 shares

    0.2% of the 13F portfolio, value $143,088,155.

    13F-HR 0001085146-25-000911 filed by HighTower 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 1,638,433 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $138,470,000.

    13F-HR 0001085146-24-005775 filed by HighTower Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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