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Investment Advisory Group, LLC: SCHD position timeline

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

Investment Advisory Group, LLC held 96,577 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,577 shares
    Change vs previous 13F -1,586 shares

    0.66% of the 13F portfolio, value $3,062,452.

    13F-HR 0001951757-26-001112 filed by Investment Advisory Group, 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 98,163 shares
    Change vs previous 13F -3,966 shares

    0.77% of the 13F portfolio, value $3,011,635.

    13F-HR 0001951757-26-000704 filed by Investment Advisory Group, 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 102,129 shares
    Change vs previous 13F -17,316 shares

    0.72% of the 13F portfolio, value $2,801,396.

    13F-HR 0001951757-26-000283 filed by Investment Advisory Group, 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 119,445 shares
    Change vs previous 13F +811 shares

    0.89% of the 13F portfolio, value $3,260,845.

    13F-HR 0001951757-25-001244 filed by Investment Advisory Group, 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 118,634 shares
    Change vs previous 13F +12,630 shares

    0.95% of the 13F portfolio, value $3,143,788.

    13F-HR 0001951757-25-000952 filed by Investment Advisory Group, 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 106,004 shares
    Change vs previous 13F +16,140 shares

    0.99% of the 13F portfolio, value $2,963,861.

    13F-HR 0001951757-25-000353 filed by Investment Advisory Group, 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 89,864 shares
    Change vs previous 13F +65,180 shares

    0.82% of the 13F portfolio, value $2,455,073.

    13F-HR 0001951757-25-000066 filed by Investment Advisory Group, 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 24,684 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,086,502.

    13F-HR 0001951757-24-001033 filed by Investment Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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