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Disclosery

PFG Advisors: SCHD position timeline

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

PFG Advisors held 820,421 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 820,421 shares
    Change vs previous 13F -277,921 shares

    1.31% of the 13F portfolio, value $26,015,558.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 1,098,342 shares
    Change vs previous 13F +351,699 shares

    1.64% of the 13F portfolio, value $33,697,127.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 746,643 shares
    Change vs previous 13F -10,004 shares

    0.99% of the 13F portfolio, value $20,480,415.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 756,647 shares
    Change vs previous 13F +756,647 shares

    0.85% of the 13F portfolio, value $20,656,466.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 0 shares
    Change vs previous 13F -712,370 shares

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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.

  6. period ended2025-03-31
    13F 712,370 shares
    Change vs previous 13F +17,404 shares

    1.11% of the 13F portfolio, value $19,917,870.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 694,966 shares
    Change vs previous 13F +460,674 shares

    1.16% of the 13F portfolio, value $18,986,466.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 234,292 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $19,804,666.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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