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LVW Advisors, LLC: SCHD position timeline

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

LVW Advisors, LLC held 1,158,802 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 1,158,802 shares
    Change vs previous 13F -189,453 shares

    3.17% of the 13F portfolio, value $36,745,616.

    13F-HR 0001576053-26-000004 filed by LVW 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 1,348,255 shares
    Change vs previous 13F -880,712 shares

    4.03% of the 13F portfolio, value $41,364,475.

    13F-HR 0001576053-26-000002 filed by LVW 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 2,228,967 shares
    Change vs previous 13F -129,969 shares

    6.2% of the 13F portfolio, value $61,140,575.

    13F-HR 0001576053-26-000001 filed by LVW 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 2,358,936 shares
    Change vs previous 13F -964,122 shares

    6.67% of the 13F portfolio, value $64,398,949.

    13F-HR 0001576053-25-000003 filed by LVW 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 3,323,058 shares
    Change vs previous 13F -215,652 shares

    9.86% of the 13F portfolio, value $88,061,049.

    13F-HR 0001085146-25-003901 filed by LVW 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 3,538,710 shares
    Change vs previous 13F -58,926 shares

    11.93% of the 13F portfolio, value $98,942,346.

    13F-HR 0001085146-25-001955 filed by LVW 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 3,597,636 shares
    Change vs previous 13F +2,412,003 shares

    12.04% of the 13F portfolio, value $98,287,427.

    13F-HR 0001085146-25-000247 filed by LVW 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 1,185,633 shares
    Change vs previous 13F not available

    12.83% of the 13F portfolio, value $100,221,596.

    13F-HR 0001085146-24-004746 filed by LVW Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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