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LexAurum Advisors, LLC: SCHD position timeline

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

LexAurum Advisors, LLC held 53,333 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,333 shares
    Change vs previous 13F +8,551 shares

    0.2% of the 13F portfolio, value $1,691,188.

    13F-HR 0001729677-26-000010 filed by LexAurum 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 44,782 shares
    Change vs previous 13F +44,782 shares

    0.18% of the 13F portfolio, value $1,373,916.

    13F-HR 0001729677-26-000005 filed by LexAurum 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -172,941 shares

    13F-HR 0001085146-25-003938 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 172,941 shares
    Change vs previous 13F +3,814 shares

    0.93% of the 13F portfolio, value $4,835,435.

    13F-HR 0001085146-25-002076 filed by LexAurum 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 ended2024-12-31
    13F 169,127 shares
    Change vs previous 13F +89,487 shares

    0.92% of the 13F portfolio, value $4,620,544.

    13F-HR 0001085146-25-000345 filed by LexAurum 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 ended2024-09-30
    13F 79,640 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $6,731,937.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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