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Laraway Financial Advisors Inc: SCHD position timeline

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

Laraway Financial Advisors Inc held 19,887 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,887 shares
    Change vs previous 13F +8,828 shares

    0.38% of the 13F portfolio, value $630,615.

    13F-HR 0001908275-26-000003 filed by Laraway Financial 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 11,059 shares
    Change vs previous 13F +11 shares

    0.24% of the 13F portfolio, value $339,276.

    13F-HR 0001908275-26-000002 filed by Laraway Financial 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 11,048 shares
    Change vs previous 13F +1,912 shares

    0.2% of the 13F portfolio, value $303,048.

    13F-HR 0001908275-26-000001 filed by Laraway Financial 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 9,136 shares
    Change vs previous 13F +272 shares

    0.17% of the 13F portfolio, value $249,403.

    13F-HR 0001908275-25-000005 filed by Laraway Financial 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 8,864 shares
    Change vs previous 13F +11 shares

    0.18% of the 13F portfolio, value $234,890.

    13F-HR 0001908275-25-000004 filed by Laraway Financial 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 8,853 shares
    Change vs previous 13F +9 shares

    0.2% of the 13F portfolio, value $247,541.

    13F-HR 0001908275-25-000002 filed by Laraway Financial 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 8,844 shares
    Change vs previous 13F +5,899 shares

    0.19% of the 13F portfolio, value $241,620.

    13F-HR 0001908275-25-000001 filed by Laraway Financial 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 2,945 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $248,968.

    13F-HR 0001908275-24-000005 filed by Laraway Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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