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Kovack Advisors, Inc.: SCHD position timeline

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

Kovack Advisors, Inc. held 200,385 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 200,385 shares
    Change vs previous 13F +35,299 shares

    0.31% of the 13F portfolio, value $6,366,692.

    13F-HR 0001728321-26-000004 filed by Kovack 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 165,086 shares
    Change vs previous 13F +18,994 shares

    0.27% of the 13F portfolio, value $5,049,948.

    13F-HR 0001728321-26-000003 filed by Kovack 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/A 146,092 shares
    Change vs previous 13F +79,397 shares

    0.19% of the 13F portfolio, value $4,007,306.

    13F-HR/A 0001728321-26-000002 filed by Kovack 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 66,695 shares
    Change vs previous 13F -2,919 shares

    0.17% of the 13F portfolio, value $1,820,770.

    13F-HR 0001728321-25-000005 filed by Kovack 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 69,614 shares
    Change vs previous 13F +7,574 shares

    0.18% of the 13F portfolio, value $1,844,774.

    13F-HR 0001085146-25-004483 filed by Kovack 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 62,040 shares
    Change vs previous 13F +2,796 shares

    0.18% of the 13F portfolio, value $1,734,634.

    13F-HR 0001085146-25-002653 filed by Kovack 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 59,244 shares
    Change vs previous 13F +41,279 shares

    0.16% of the 13F portfolio, value $1,618,536.

    13F-HR 0001085146-25-000776 filed by Kovack 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 17,965 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,518,613.

    13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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