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Mission Hills Financial Advisory, LLC: SCHD position timeline

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

Mission Hills Financial Advisory, LLC held 360,484 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 360,484 shares
    Change vs previous 13F -321 shares

    5.02% of the 13F portfolio, value $11,430,950.

    13F-HR 0001986152-26-000151 filed by Mission Hills Financial Advisory, 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 360,805 shares
    Change vs previous 13F +8,488 shares

    5.67% of the 13F portfolio, value $11,069,510.

    13F-HR 0001986152-26-000053 filed by Mission Hills Financial Advisory, 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 352,317 shares
    Change vs previous 13F +19,072 shares

    5.1% of the 13F portfolio, value $9,664,058.

    13F-HR 0001986152-26-000006 filed by Mission Hills Financial Advisory, 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 333,245 shares
    Change vs previous 13F +50,603 shares

    4.83% of the 13F portfolio, value $9,097,593.

    13F-HR 0001986152-25-000101 filed by Mission Hills Financial Advisory, 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 282,642 shares
    Change vs previous 13F +46,036 shares

    4.65% of the 13F portfolio, value $7,490,023.

    13F-HR 0001986152-25-000051 filed by Mission Hills Financial Advisory, 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 236,606 shares
    Change vs previous 13F +44,225 shares

    4.59% of the 13F portfolio, value $6,615,512.

    13F-HR 0001986152-25-000032 filed by Mission Hills Financial Advisory, 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 192,381 shares
    Change vs previous 13F +17,384 shares

    4.08% of the 13F portfolio, value $5,255,856.

    13F-HR 0001754960-25-000033 filed by Mission Hills Financial Advisory, 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 174,997 shares
    Change vs previous 13F not available

    4.3% of the 13F portfolio, value $5,059,168.

    13F-HR 0001754960-24-000553 filed by Mission Hills Financial Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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