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Insight Advisors, LLC/ PA: SCHD position timeline

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

Insight Advisors, LLC/ PA held 34,993 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 34,993 shares
    Change vs previous 13F +5,526 shares

    0.2% of the 13F portfolio, value $1,109,610.

    13F-HR 0001172661-26-003096 filed by Insight Advisors, LLC/ PA
    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 29,467 shares
    Change vs previous 13F -180,046 shares

    0.17% of the 13F portfolio, value $904,059.

    13F-HR 0001172661-26-001665 filed by Insight Advisors, LLC/ PA
    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 209,513 shares
    Change vs previous 13F -2,634 shares

    0.87% of the 13F portfolio, value $5,746,868.

    13F-HR 0001172661-26-000618 filed by Insight Advisors, LLC/ PA
    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 212,147 shares
    Change vs previous 13F +2,352 shares

    0.89% of the 13F portfolio, value $5,792,029.

    13F-HR 0001172661-25-004670 filed by Insight Advisors, LLC/ PA
    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 209,795 shares
    Change vs previous 13F +15,598 shares

    0.9% of the 13F portfolio, value $5,559,559.

    13F-HR 0001172661-25-002808 filed by Insight Advisors, LLC/ PA
    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 194,197 shares
    Change vs previous 13F +26,143 shares

    0.95% of the 13F portfolio, value $5,429,788.

    13F-HR 0001172661-25-001481 filed by Insight Advisors, LLC/ PA
    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 168,054 shares
    Change vs previous 13F +119,192 shares

    0.78% of the 13F portfolio, value $4,576,110.

    13F-HR 0001172661-25-000365 filed by Insight Advisors, LLC/ PA
    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 48,862 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $4,130,161.

    13F-HR 0001172661-24-004249 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

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