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Disclosery

PCA Investment Advisory Services Inc.: SCHD position timeline

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

PCA Investment Advisory Services Inc. held 175,672 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 175,672 shares
    Change vs previous 13F -5,203 shares

    1.55% of the 13F portfolio, value $5,714,598.

    13F-HR 0001977044-26-000005 filed by PCA Investment Advisory Services Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 180,875 shares
    Change vs previous 13F -6,142 shares

    1.6% of the 13F portfolio, value $5,735,560.

    13F-HR 0001977044-26-000004 filed by PCA Investment Advisory Services Inc.
    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 187,017 shares
    Change vs previous 13F -8,131 shares

    1.91% of the 13F portfolio, value $5,737,668.

    13F-HR 0001977044-26-000002 filed by PCA Investment Advisory Services Inc.
    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 195,148 shares
    Change vs previous 13F -22,454 shares

    1.87% of the 13F portfolio, value $5,352,904.

    13F-HR 0001977044-26-000001 filed by PCA Investment Advisory Services Inc.
    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 217,602 shares
    Change vs previous 13F -3,125 shares

    2.2% of the 13F portfolio, value $5,940,538.

    13F-HR 0001977044-25-000006 filed by PCA Investment Advisory Services Inc.
    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 220,727 shares
    Change vs previous 13F -6,720 shares

    2.46% of the 13F portfolio, value $5,849,266.

    13F-HR 0001977044-25-000003 filed by PCA Investment Advisory Services Inc.
    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 227,447 shares
    Change vs previous 13F +1,604 shares

    3.36% of the 13F portfolio, value $6,359,423.

    13F-HR 0001977044-25-000002 filed by PCA Investment Advisory Services Inc.
    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 225,843 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $6,170,023.

    13F-HR 0001977044-25-000001 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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