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Legacy Edge Advisors, LLC: SCHD position timeline

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

Legacy Edge Advisors, LLC held 632,796 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 632,796 shares
    Change vs previous 13F +5,284 shares

    1.84% of the 13F portfolio, value $20,065,959.

    13F-HR/A 0002105396-26-000004 filed by Legacy Edge Advisors, 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 627,512 shares
    Change vs previous 13F -73,809 shares

    2.02% of the 13F portfolio, value $19,252,071.

    13F-HR 0002105396-26-000002 filed by Legacy Edge Advisors, 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 701,321 shares
    Change vs previous 13F +2,485 shares

    2.11% of the 13F portfolio, value $19,237,239.

    13F-HR 0002105396-26-000001 filed by Legacy Edge Advisors, 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 698,836 shares
    Change vs previous 13F +42,565 shares

    2.25% of the 13F portfolio, value $19,078,219.

    13F-HR 0002105396-26-000013 filed by Legacy Edge Advisors, 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 656,271 shares
    Change vs previous 13F +58,605 shares

    2.32% of the 13F portfolio, value $17,391,173.

    13F-HR 0002105396-26-000011 filed by Legacy Edge Advisors, 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 597,666 shares
    Change vs previous 13F +17,101 shares

    2.61% of the 13F portfolio, value $16,710,754.

    13F-HR 0002105396-26-000010 filed by Legacy Edge Advisors, 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 580,565 shares
    Change vs previous 13F +391,504 shares

    2.51% of the 13F portfolio, value $15,808,785.

    13F-HR 0002105396-26-000006 filed by Legacy Edge Advisors, 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 189,061 shares
    Change vs previous 13F not available

    2.55% of the 13F portfolio, value $15,981,326.

    13F-HR 0002105396-26-000009 filed by Legacy Edge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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