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INTEGRAL INVESTMENT ADVISORS, INC.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of INTEGRAL INVESTMENT ADVISORS, INC. on SCHD, newest first. How the timeline and the estimate are built.

INTEGRAL INVESTMENT ADVISORS, INC. held 383,686 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 383,686 shares
    Change vs previous 13F +19,842 shares

    2.68% of the 13F portfolio, value $12,166,669.

    13F-HR 0001902826-26-000004 filed by INTEGRAL INVESTMENT 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 363,844 shares
    Change vs previous 13F -18,599 shares

    2.78% of the 13F portfolio, value $11,162,719.

    13F-HR 0001902826-26-000002 filed by INTEGRAL INVESTMENT 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 382,443 shares
    Change vs previous 13F +36,172 shares

    2.6% of the 13F portfolio, value $10,490,422.

    13F-HR 0001902826-26-000001 filed by INTEGRAL INVESTMENT 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 346,271 shares
    Change vs previous 13F -3,092 shares

    2.55% of the 13F portfolio, value $9,453,191.

    13F-HR 0001902826-25-000003 filed by INTEGRAL INVESTMENT 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 349,363 shares
    Change vs previous 13F +24,405 shares

    2.64% of the 13F portfolio, value $9,258,117.

    13F-HR 0001085146-25-004434 filed by INTEGRAL INVESTMENT 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 324,958 shares
    Change vs previous 13F +12,257 shares

    2.9% of the 13F portfolio, value $9,085,829.

    13F-HR 0001085146-25-002096 filed by INTEGRAL INVESTMENT 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 312,701 shares
    Change vs previous 13F +209,937 shares

    2.77% of the 13F portfolio, value $8,543,004.

    13F-HR 0001085146-25-000719 filed by INTEGRAL INVESTMENT 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 102,764 shares
    Change vs previous 13F not available

    2.91% of the 13F portfolio, value $8,686,674.

    13F-HR 0001085146-24-005694 filed by INTEGRAL INVESTMENT ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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