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Disclosery

JNBA Financial Advisors: SCHD position timeline

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

JNBA Financial Advisors held 153,033 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,033 shares
    Change vs previous 13F -24,168 shares

    0.37% of the 13F portfolio, value $4,852,661.

    13F-HR 0001569118-26-000005 filed by JNBA Financial Advisors
    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 177,201 shares
    Change vs previous 13F -68,951 shares

    0.45% of the 13F portfolio, value $5,436,512.

    13F-HR 0001569118-26-000003 filed by JNBA Financial Advisors
    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 246,152 shares
    Change vs previous 13F -41,890 shares

    0.59% of the 13F portfolio, value $6,751,950.

    13F-HR 0001569118-26-000001 filed by JNBA Financial Advisors
    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 288,042 shares
    Change vs previous 13F -59,436 shares

    0.71% of the 13F portfolio, value $7,863,538.

    13F-HR 0001569118-25-000009 filed by JNBA Financial Advisors
    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 347,478 shares
    Change vs previous 13F -457,419 shares

    0.89% of the 13F portfolio, value $9,208,175.

    13F-HR 0001569118-25-000007 filed by JNBA Financial Advisors
    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 804,897 shares
    Change vs previous 13F -40,232 shares

    2.33% of the 13F portfolio, value $22,504,932.

    13F-HR 0001569118-25-000006 filed by JNBA Financial Advisors
    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 845,129 shares
    Change vs previous 13F +561,421 shares

    2.36% of the 13F portfolio, value $23,088,928.

    13F-HR 0001569118-25-000001 filed by JNBA Financial Advisors
    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 283,708 shares
    Change vs previous 13F not available

    2.42% of the 13F portfolio, value $23,981,878.

    13F-HR 0001569118-24-000005 filed by JNBA Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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