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IFP Advisors, Inc: SCHD position timeline

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

IFP Advisors, Inc held 712,723 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 712,723 shares
    Change vs previous 13F +17,536 shares

    0.41% of the 13F portfolio, value $22,600,446.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 695,187 shares
    Change vs previous 13F -86,796 shares

    0.44% of the 13F portfolio, value $21,328,337.

    13F-HR 0001641866-26-000003 filed by IFP 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 ended2025-12-31
    13F 781,983 shares
    Change vs previous 13F +6,186 shares

    0.48% of the 13F portfolio, value $21,449,794.

    13F-HR 0001641866-26-000001 filed by IFP 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 ended2025-09-30
    13F/A 775,797 shares
    Change vs previous 13F -36,493 shares

    0.55% of the 13F portfolio, value $21,179,258.

    13F-HR/A 0001641866-26-000002 filed by IFP 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 ended2025-06-30
    13F 812,290 shares
    Change vs previous 13F +28,541 shares

    0.61% of the 13F portfolio, value $21,525,637.

    13F-HR 0001641866-25-000009 filed by IFP 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 ended2025-03-31
    13F 783,749 shares
    Change vs previous 13F +30,935 shares

    0.68% of the 13F portfolio, value $21,913,687.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 752,814 shares
    Change vs previous 13F +524,122 shares

    0.67% of the 13F portfolio, value $20,566,930.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 228,692 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $19,331,707.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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