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MONECO ADVISORS, LLC: SCHD position timeline

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

MONECO ADVISORS, LLC held 298,357 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 298,357 shares
    Change vs previous 13F +25,371 shares

    0.58% of the 13F portfolio, value $9,460,907.

    13F-HR 0001765690-26-000011 filed by MONECO 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 272,986 shares
    Change vs previous 13F -55,184 shares

    0.65% of the 13F portfolio, value $8,375,212.

    13F-HR 0001765690-26-000007 filed by MONECO 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 328,170 shares
    Change vs previous 13F -38,628 shares

    0.71% of the 13F portfolio, value $9,001,697.

    13F-HR 0001765690-26-000005 filed by MONECO 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 366,798 shares
    Change vs previous 13F -21,693 shares

    0.84% of the 13F portfolio, value $10,013,585.

    13F-HR 0001765690-25-000013 filed by MONECO 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 388,491 shares
    Change vs previous 13F -22,963 shares

    0.96% of the 13F portfolio, value $10,295,007.

    13F-HR 0001765690-25-000002 filed by MONECO 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/A 411,454 shares
    Change vs previous 13F -6,867 shares

    1.19% of the 13F portfolio, value $11,504,245.

    13F-HR/A 0001765690-25-000006 filed by MONECO 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/A 418,321 shares
    Change vs previous 13F +279,787 shares

    1.21% of the 13F portfolio, value $11,428,532.

    13F-HR/A 0001765690-25-000005 filed by MONECO 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 138,534 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $11,710,290.

    13F-HR 0001085146-24-005135 filed by MONECO ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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