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MainStreet Investment Advisors LLC: SCHD position timeline

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

MainStreet Investment Advisors LLC held 101,816 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,816 shares
    Change vs previous 13F +5,541 shares

    0.44% of the 13F portfolio, value $3,228,574.

    13F-HR 0001765380-26-000357 filed by MainStreet Investment 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 96,275 shares
    Change vs previous 13F +20,400 shares

    0.44% of the 13F portfolio, value $2,953,717.

    13F-HR 0001765380-26-000200 filed by MainStreet Investment 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 75,875 shares
    Change vs previous 13F +8,265 shares

    0.3% of the 13F portfolio, value $2,081,251.

    13F-HR 0001765380-26-000089 filed by MainStreet Investment 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 67,610 shares
    Change vs previous 13F +26,250 shares

    0.25% of the 13F portfolio, value $1,845,753.

    13F-HR 0001765380-25-000457 filed by MainStreet Investment 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 41,360 shares
    Change vs previous 13F +30,535 shares

    0.15% of the 13F portfolio, value $1,096,040.

    13F-HR 0001765380-25-000323 filed by MainStreet Investment 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 10,825 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $302,667.

    13F-HR 0001765380-25-000153 filed by MainStreet Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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