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Powers Advisory Group, LLC: SCHD position timeline

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

Powers Advisory Group, LLC held 710,781 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 710,781 shares
    Change vs previous 13F +27,094 shares

    7.06% of the 13F portfolio, value $22,538,867.

    13F-HR 0002085853-26-000918 filed by Powers Advisory Group, 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 683,687 shares
    Change vs previous 13F +43,125 shares

    7.4% of the 13F portfolio, value $20,975,510.

    13F-HR 0002085853-26-000444 filed by Powers Advisory Group, 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 640,562 shares
    Change vs previous 13F -15,867 shares

    6.62% of the 13F portfolio, value $17,570,609.

    13F-HR 0002085853-26-000066 filed by Powers Advisory Group, 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 656,429 shares
    Change vs previous 13F -9,359 shares

    7.14% of the 13F portfolio, value $17,920,499.

    13F-HR 0002085853-25-000134 filed by Powers Advisory Group, 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 665,788 shares
    Change vs previous 13F -14,832 shares

    7.76% of the 13F portfolio, value $17,643,392.

    13F-HR 0001667731-25-000867 filed by Powers Advisory Group, 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 680,620 shares
    Change vs previous 13F +45,449 shares

    9.07% of the 13F portfolio, value $19,030,122.

    13F-HR 0001667731-25-000435 filed by Powers Advisory Group, 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 635,171 shares
    Change vs previous 13F +429,007 shares

    8.69% of the 13F portfolio, value $17,352,868.

    13F-HR 0001667731-25-000106 filed by Powers Advisory Group, LLC
    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 206,164 shares
    Change vs previous 13F not available

    8.69% of the 13F portfolio, value $17,427,082.

    13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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