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Disclosery

MCF Advisors LLC: SCHD position timeline

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

MCF Advisors LLC held 1,776,276 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 1,776,276 shares
    Change vs previous 13F -62,371 shares

    2.01% of the 13F portfolio, value $56,325,713.

    13F-HR 0001602905-26-000008 filed by MCF 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 1,838,647 shares
    Change vs previous 13F +1,525,348 shares

    2.47% of the 13F portfolio, value $56,409,690.

    13F-HR 0001602905-26-000004 filed by MCF 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 313,299 shares
    Change vs previous 13F +279,941 shares

    0.47% of the 13F portfolio, value $8,593,787.

    13F-HR 0001602905-26-000001 filed by MCF 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 33,358 shares
    Change vs previous 13F +19,189 shares

    0.06% of the 13F portfolio, value $910,661.

    13F-HR 0001602905-25-000007 filed by MCF 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 14,169 shares
    Change vs previous 13F +10,970 shares

    0.02% of the 13F portfolio, value $375,476.

    13F-HR 0001602905-25-000004 filed by MCF 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 3,199 shares
    Change vs previous 13F -112 shares

    0.01% of the 13F portfolio, value $89,449.

    13F-HR 0001602905-25-000003 filed by MCF 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 3,311 shares
    Change vs previous 13F +2,559 shares

    0.01% of the 13F portfolio, value $90,465.

    13F-HR 0001602905-25-000001 filed by MCF 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 752 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $63,567.

    13F-HR 0001602905-24-000007 filed by MCF Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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