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Disclosery

Optivise Advisory Services LLC: SCHD position timeline

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

Optivise Advisory Services LLC held 15,584 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,584 shares
    Change vs previous 13F +6,436 shares

    0.25% of the 13F portfolio, value $494,165.

    13F-HR 0002042876-26-000003 filed by Optivise Advisory Services 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 9,148 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $280,657.

    13F-HR 0002042876-26-000002 filed by Optivise Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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