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Note Advisors, LLC: SCHD position timeline

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

Note Advisors, LLC held 76,417 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 76,417 shares
    Change vs previous 13F +1,954 shares

    1.05% of the 13F portfolio, value $2,423,183.

    13F-HR 0002056243-26-000003 filed by Note 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 74,463 shares
    Change vs previous 13F +1,424 shares

    1.14% of the 13F portfolio, value $2,284,525.

    13F-HR 0002056243-26-000002 filed by Note 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 73,039 shares
    Change vs previous 13F +6,660 shares

    1.09% of the 13F portfolio, value $2,129,087.

    13F-HR 0002056243-26-000001 filed by Note 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 66,379 shares
    Change vs previous 13F +6,661 shares

    1.08% of the 13F portfolio, value $1,812,147.

    13F-HR 0002056243-25-000006 filed by Note 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 59,718 shares
    Change vs previous 13F +5,242 shares

    1.09% of the 13F portfolio, value $1,582,527.

    13F-HR 0002056243-25-000003 filed by Note 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 54,476 shares
    Change vs previous 13F +6,091 shares

    1.26% of the 13F portfolio, value $1,523,149.

    13F-HR 0002056243-25-000002 filed by Note 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 48,385 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $1,321,878.

    13F-HR 0002056243-25-000001 filed by Note Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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