PIN OAK INVESTMENT ADVISORS INC: SCHD position timeline

PIN OAK INVESTMENT ADVISORS INC held 1,933 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.

the latest 13F is the newest step

1. period ended2026-06-30

   13F/A 1,933 shares

   Change vs previous 13F +18 shares

   0.04% of the 13F portfolio, value $61,000.

   13F-HR/A 0001094584-26-000004 filed by PIN OAK INVESTMENT ADVISORS INC
   Filed 2026-08-18 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,915 shares

   Change vs previous 13F +16 shares

   0.04% of the 13F portfolio, value $59,000.

   13F-HR 0001094584-26-000002 filed by PIN OAK INVESTMENT ADVISORS INC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,899 shares

   Change vs previous 13F +1,899 shares

   0.04% of the 13F portfolio, value $60,000.

   13F-HR 0001094584-26-000001 filed by PIN OAK INVESTMENT ADVISORS INC
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -15 shares

   13F-HR 0001094584-25-000001 filed by PIN OAK INVESTMENT ADVISORS INC
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

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

5. period ended2024-09-30

   13F 15 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $1,000.

   13F-HR 0001094584-24-000004 filed by PIN OAK INVESTMENT ADVISORS INC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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