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Independent Advisor Alliance: SCHD position timeline

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

Independent Advisor Alliance held 95,650 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,650 shares
    Change vs previous 13F -919,955 shares

    0.07% of the 13F portfolio, value $3,033,077.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 1,015,605 shares
    Change vs previous 13F +868,536 shares

    0.33% of the 13F portfolio, value $31,158,733.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 147,069 shares
    Change vs previous 13F +85,241 shares

    0.1% of the 13F portfolio, value $4,034,107.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 61,828 shares
    Change vs previous 13F +2,440 shares

    0.04% of the 13F portfolio, value $1,687,897.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 59,388 shares
    Change vs previous 13F +10,870 shares

    0.05% of the 13F portfolio, value $1,573,777.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 48,518 shares
    Change vs previous 13F -1,342,165 shares

    0.04% of the 13F portfolio, value $1,356,573.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 1,390,683 shares
    Change vs previous 13F +1,373,850 shares

    0.5% of the 13F portfolio, value $37,993,424.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 16,833 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,422,912.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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