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MANNING & NAPIER ADVISORS LLC: SCHD position timeline

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

MANNING & NAPIER ADVISORS LLC held 922,147 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 922,147 shares
    Change vs previous 13F +33,011 shares

    0.38% of the 13F portfolio, value $29,444,152.

    13F-HR 0001999371-26-017897 filed by MANNING & NAPIER 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 889,136 shares
    Change vs previous 13F +42,858 shares

    0.38% of the 13F portfolio, value $27,278,704.

    13F-HR 0001999371-26-009545 filed by MANNING & NAPIER 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 846,278 shares
    Change vs previous 13F +114,629 shares

    0.3% of the 13F portfolio, value $23,382,654.

    13F-HR 0001999371-26-002483 filed by MANNING & NAPIER 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 731,649 shares
    Change vs previous 13F +14,486 shares

    0.25% of the 13F portfolio, value $19,974,018.

    13F-HR 0001999371-25-016177 filed by MANNING & NAPIER 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 717,163 shares
    Change vs previous 13F -37,374 shares

    0.23% of the 13F portfolio, value $19,010,418.

    13F-HR 0002000324-25-002721 filed by MANNING & NAPIER 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 754,537 shares
    Change vs previous 13F -4,057 shares

    0.26% of the 13F portfolio, value $21,096,855.

    13F-HR 0002000324-25-001411 filed by MANNING & NAPIER 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 758,594 shares
    Change vs previous 13F +495,613 shares

    0.24% of the 13F portfolio, value $20,724,789.

    13F-HR 0002000324-25-000034 filed by MANNING & NAPIER 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 262,981 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $22,229,824.

    13F-HR 0002000324-24-002904 filed by MANNING & NAPIER ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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