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NewEdge Advisors, LLC: SCHD position timeline

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

NewEdge Advisors, LLC held 1,039,042 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,039,042 shares
    Change vs previous 13F +117,544 shares

    0.1% of the 13F portfolio, value $32,948,027.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 921,498 shares
    Change vs previous 13F -131,109 shares

    0.1% of the 13F portfolio, value $28,271,555.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 1,052,607 shares
    Change vs previous 13F +111,550 shares

    0.1% of the 13F portfolio, value $28,873,016.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 941,057 shares
    Change vs previous 13F +100,429 shares

    0.12% of the 13F portfolio, value $25,690,892.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 840,628 shares
    Change vs previous 13F -99,923 shares

    0.11% of the 13F portfolio, value $22,276,690.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 940,551 shares
    Change vs previous 13F +13,133 shares

    0.16% of the 13F portfolio, value $26,297,802.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 927,418 shares
    Change vs previous 13F +488,076 shares

    0.15% of the 13F portfolio, value $25,337,059.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 439,342 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $37,137,548.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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