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LANDAAS & CO /WI /ADV: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LANDAAS & CO /WI /ADV on SCHD, newest first. How the timeline and the estimate are built.

LANDAAS & CO /WI /ADV held 45,348 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,348 shares
    Change vs previous 13F +740 shares

    0.26% of the 13F portfolio, value $1,437,985.

    13F-HR 0000913990-26-000011 filed by LANDAAS & CO /WI /ADV
    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 44,608 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $1,368,573.

    13F-HR 0000913990-26-000010 filed by LANDAAS & CO /WI /ADV
    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 44,608 shares
    Change vs previous 13F +2,188 shares

    0.27% of the 13F portfolio, value $1,223,597.

    13F-HR 0000913990-26-000006 filed by LANDAAS & CO /WI /ADV
    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 42,420 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,158,000.

    13F-HR 0001104659-25-106012 filed by LANDAAS & CO /WI /ADV
    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 42,420 shares
    Change vs previous 13F +10,000 shares

    0.27% of the 13F portfolio, value $1,124,000.

    13F-HR 0001104659-25-075989 filed by LANDAAS & CO /WI /ADV
    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 32,420 shares
    Change vs previous 13F +2,900 shares

    0.25% of the 13F portfolio, value $906,000.

    13F-HR 0001104659-25-043909 filed by LANDAAS & CO /WI /ADV
    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 29,520 shares
    Change vs previous 13F +19,680 shares

    0.22% of the 13F portfolio, value $806,000.

    13F-HR 0001104659-25-018020 filed by LANDAAS & CO /WI /ADV
    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 9,840 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $832,000.

    13F-HR 0001104659-24-116655 filed by LANDAAS & CO /WI /ADV
    Filed (acceptance time not in the bulk data set), ingested

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