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Nautilus Advisors LLC: SCHD position timeline

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

Nautilus Advisors LLC held 13,928 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,928 shares
    Change vs previous 13F +1,424 shares

    0.27% of the 13F portfolio, value $453,078.

    13F-HR 0002083253-26-000002 filed by Nautilus Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,504 shares
    Change vs previous 13F +3,152 shares

    0.24% of the 13F portfolio, value $405,129.

    13F-HR 0001214659-26-008504 filed by Nautilus 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 ended2026-03-31
    13F 9,352 shares
    Change vs previous 13F +44 shares

    0.2% of the 13F portfolio, value $286,926.

    13F-HR 0001214659-26-004760 filed by Nautilus 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 ended2025-12-31
    13F 9,308 shares
    Change vs previous 13F -72 shares

    0.17% of the 13F portfolio, value $255,326.

    13F-HR 0001214659-26-000734 filed by Nautilus 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 ended2025-09-30
    13F 9,380 shares
    Change vs previous 13F -324 shares

    0.17% of the 13F portfolio, value $256,086.

    13F-HR 0001214659-25-016306 filed by Nautilus 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 ended2025-06-30
    13F 9,704 shares
    Change vs previous 13F -222 shares

    0.19% of the 13F portfolio, value $257,156.

    13F-HR 0001214659-25-012726 filed by Nautilus 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 ended2025-03-31
    13F 9,926 shares
    Change vs previous 13F -12 shares

    0.23% of the 13F portfolio, value $277,522.

    13F-HR 0001214659-25-012725 filed by Nautilus 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 ended2024-12-31
    13F 9,938 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $271,498.

    13F-HR 0001214659-25-012724 filed by Nautilus Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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