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Disclosery

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. on SCHD, newest first. How the timeline and the estimate are built.

Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. held 273,689 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 273,689 shares
    Change vs previous 13F -1,440 shares

    1.02% of the 13F portfolio, value $8,678,678.

    13F-HR 0001599852-26-000003 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 275,129 shares
    Change vs previous 13F -10,140 shares

    1.14% of the 13F portfolio, value $8,440,958.

    13F-HR 0001599852-26-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 285,269 shares
    Change vs previous 13F -38,670 shares

    1.05% of the 13F portfolio, value $7,824,929.

    13F-HR 0001599852-26-000001 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 323,939 shares
    Change vs previous 13F -10,287 shares

    1.42% of the 13F portfolio, value $8,843,535.

    13F-HR 0001599852-25-000002 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 334,226 shares
    Change vs previous 13F -9,220 shares

    1.53% of the 13F portfolio, value $8,856,989.

    13F-HR 0001085146-25-005264 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 343,446 shares
    Change vs previous 13F -8,288 shares

    1.47% of the 13F portfolio, value $9,602,750.

    13F-HR 0001085146-25-003350 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 351,734 shares
    Change vs previous 13F +234,396 shares

    1.45% of the 13F portfolio, value $9,609,373.

    13F-HR 0001085146-25-001657 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    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 117,338 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $9,918,581.

    13F-HR 0001085146-24-005945 filed by Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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