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MAGNOLIA CAPITAL ADVISORS LLC: SCHD position timeline

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

MAGNOLIA CAPITAL ADVISORS LLC held 46,886 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,886 shares
    Change vs previous 13F +1,832 shares

    0.26% of the 13F portfolio, value $1,486,751.

    13F-HR 0001765380-26-000400 filed by MAGNOLIA CAPITAL 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 45,054 shares
    Change vs previous 13F -8,002 shares

    0.27% of the 13F portfolio, value $1,382,251.

    13F-HR 0001765380-26-000216 filed by MAGNOLIA CAPITAL 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 53,056 shares
    Change vs previous 13F +14,275 shares

    0.31% of the 13F portfolio, value $1,455,312.

    13F-HR 0001803662-26-000001 filed by MAGNOLIA CAPITAL 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 38,781 shares
    Change vs previous 13F +3,844 shares

    0.28% of the 13F portfolio, value $1,058,708.

    13F-HR 0001803662-25-000008 filed by MAGNOLIA CAPITAL 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 34,937 shares
    Change vs previous 13F -288,390 shares

    0.23% of the 13F portfolio, value $925,837.

    13F-HR 0001803662-25-000006 filed by MAGNOLIA CAPITAL 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 323,327 shares
    Change vs previous 13F +580 shares

    2.46% of the 13F portfolio, value $9,040,215.

    13F-HR 0001803662-25-000005 filed by MAGNOLIA CAPITAL 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/A 322,747 shares
    Change vs previous 13F +221,573 shares

    2.28% of the 13F portfolio, value $8,817,450.

    13F-HR/A 0001803662-25-000004 filed by MAGNOLIA CAPITAL 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 101,174 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $8,552,251.

    13F-HR 0001803662-24-000006 filed by MAGNOLIA CAPITAL ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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