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Disclosery

IFG Advisory, LLC: SCHD position timeline

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

IFG Advisory, LLC held 346,246 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 346,246 shares
    Change vs previous 13F +343,866 shares

    0.38% of the 13F portfolio, value $10,979,454.

    13F-HR 0001728319-26-000006 filed by IFG Advisory, 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 2,380 shares
    Change vs previous 13F -304,043 shares

    0.21% of the 13F portfolio, value $73,011.

    13F-HR 0001728319-26-000005 filed by IFG Advisory, 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 306,423 shares
    Change vs previous 13F +77,939 shares

    0.37% of the 13F portfolio, value $8,405,166.

    13F-HR 0001728319-26-000001 filed by IFG Advisory, 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 228,484 shares
    Change vs previous 13F +93,993 shares

    0.28% of the 13F portfolio, value $6,237,621.

    13F-HR 0001728319-25-000006 filed by IFG Advisory, 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 134,491 shares
    Change vs previous 13F +81,036 shares

    0.18% of the 13F portfolio, value $3,564,048.

    13F-HR 0001728319-25-000004 filed by IFG Advisory, 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 53,455 shares
    Change vs previous 13F +8,720 shares

    0.08% of the 13F portfolio, value $1,494,608.

    13F-HR 0001728319-25-000002 filed by IFG Advisory, 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 44,735 shares
    Change vs previous 13F +34,401 shares

    0.07% of the 13F portfolio, value $1,222,173.

    13F-HR 0002047201-25-000002 filed by IFG Advisory, 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 10,334 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $873,577.

    13F-HR 0001728319-24-000010 filed by IFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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