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MeadowBrook Investment Advisors LLC: SCHD position timeline

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

MeadowBrook Investment Advisors LLC held 9,737 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,737 shares
    Change vs previous 13F -445 shares

    0.24% of the 13F portfolio, value $308,760.

    13F-HR 0000905729-26-000136 filed by MeadowBrook 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 10,182 shares
    Change vs previous 13F +325 shares

    0.28% of the 13F portfolio, value $312,384.

    13F-HR 0000905729-26-000083 filed by MeadowBrook 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 9,857 shares
    Change vs previous 13F +2,450 shares

    0.23% of the 13F portfolio, value $270,378.

    13F-HR 0000905729-26-000019 filed by MeadowBrook 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 7,407 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $202,211.

    13F-HR 0000905729-25-000174 filed by MeadowBrook 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 7,407 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $196,286.

    13F-HR 0000905729-25-000131 filed by MeadowBrook 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 7,407 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $207,100.

    13F-HR 0000905729-25-000081 filed by MeadowBrook Investment 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 7,407 shares
    Change vs previous 13F +4,938 shares

    0.18% of the 13F portfolio, value $202,359.

    13F-HR 0000905729-25-000020 filed by MeadowBrook Investment 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 2,469 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $208,705.

    13F-HR 0000905729-24-000165 filed by MeadowBrook Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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