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MSH Capital Advisors LLC: SCHD position timeline

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

MSH Capital Advisors LLC held 343,606 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 343,606 shares
    Change vs previous 13F +18,518 shares

    1.89% of the 13F portfolio, value $10,895,741.

    13F-HR 0001420506-26-001502 filed by MSH Capital 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 325,088 shares
    Change vs previous 13F +12,509 shares

    2.11% of the 13F portfolio, value $9,973,706.

    13F-HR 0001420506-26-000884 filed by MSH Capital 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 312,579 shares
    Change vs previous 13F +13,474 shares

    1.83% of the 13F portfolio, value $8,574,046.

    13F-HR 0001420506-26-000212 filed by MSH Capital 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 299,105 shares
    Change vs previous 13F +17,312 shares

    2.19% of the 13F portfolio, value $8,165,575.

    13F-HR 0001420506-25-003041 filed by MSH Capital 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 281,793 shares
    Change vs previous 13F +20,464 shares

    2.15% of the 13F portfolio, value $7,467,506.

    13F-HR 0001420506-25-001568 filed by MSH Capital 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 261,329 shares
    Change vs previous 13F +21,732 shares

    2.26% of the 13F portfolio, value $7,306,772.

    13F-HR 0001420506-25-000992 filed by MSH Capital 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 239,597 shares
    Change vs previous 13F +166,360 shares

    2.06% of the 13F portfolio, value $6,545,792.

    13F-HR 0001420506-25-000392 filed by MSH Capital 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 73,237 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $6,190,708.

    13F-HR 0001420506-25-000421 filed by MSH Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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