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Disclosery

Oxbow Advisors, LLC: SCHD position timeline

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

Oxbow Advisors, LLC held 0 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -40,400 shares

    13F-HR 0002085853-26-000957 filed by Oxbow Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 40,400 shares
    Change vs previous 13F +18,945 shares

    0.11% of the 13F portfolio, value $1,239,482.

    13F-HR 0002085853-26-000513 filed by Oxbow 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 21,455 shares
    Change vs previous 13F -6,786 shares

    0.05% of the 13F portfolio, value $588,499.

    13F-HR 0002085853-26-000196 filed by Oxbow 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 28,241 shares
    Change vs previous 13F +13,236 shares

    0.07% of the 13F portfolio, value $770,978.

    13F-HR 0002085853-25-000209 filed by Oxbow 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 15,005 shares
    Change vs previous 13F +2,667 shares

    0.04% of the 13F portfolio, value $397,625.

    13F-HR 0001667731-25-000996 filed by Oxbow 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 12,338 shares
    Change vs previous 13F +3,195 shares

    0.04% of the 13F portfolio, value $344,963.

    13F-HR 0001667731-25-000569 filed by Oxbow 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 9,143 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $249,799.

    13F-HR 0001667731-25-000200 filed by Oxbow Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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