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Disclosery

MAS Advisors LLC: SCHD position timeline

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

MAS Advisors LLC held 130,995 SCHD shares at 2025-09-30 per its 13F-HR filed 2025-10-28.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 130,995 shares
    Change vs previous 13F -1,221 shares

    5.66% of the 13F portfolio, value $3,576,152.

    13F-HR 0001172661-25-004455 filed by MAS 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 ended2025-06-30
    13F 132,216 shares
    Change vs previous 13F +72,116 shares

    5.73% of the 13F portfolio, value $3,503,712.

    13F-HR 0001172661-25-002676 filed by MAS 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 ended2025-03-31
    13F 60,100 shares
    Change vs previous 13F +4,455 shares

    2.58% of the 13F portfolio, value $1,680,409.

    13F-HR 0001172661-25-001843 filed by MAS 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 ended2024-12-31
    13F 55,645 shares
    Change vs previous 13F +42,609 shares

    2.55% of the 13F portfolio, value $1,520,219.

    13F-HR 0001172661-25-000358 filed by MAS 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 ended2024-09-30
    13F 13,036 shares
    Change vs previous 13F +1 shares

    2.35% of the 13F portfolio, value $1,101,961.

    13F-HR 0001172661-24-004520 filed by MAS 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 ended2024-06-30
    13F 13,035 shares
    Change vs previous 13F +248 shares

    2.42% of the 13F portfolio, value $1,013,620.

    13F-HR 0001172661-24-003259 filed by MAS 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 ended2024-03-31
    13F/A 12,787 shares
    Change vs previous 13F +279 shares

    1.19% of the 13F portfolio, value $1,031,035.

    13F-HR/A 0001172661-24-004050 filed by MAS 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 ended2023-12-31
    13F/A 12,508 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $952,220.

    13F-HR/A 0001172661-24-004054 filed by MAS Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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