Skip to content
Disclosery

Private Advisor Group, LLC: SCHD position timeline

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

Private Advisor Group, LLC held 1,255,770 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,255,770 shares
    Change vs previous 13F -175,028 shares

    0.18% of the 13F portfolio, value $39,820,477.

    13F-HR 0001567755-26-000003 filed by Private Advisor 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 1,430,798 shares
    Change vs previous 13F -103,190 shares

    0.21% of the 13F portfolio, value $43,896,865.

    13F-HR 0001567755-26-000002 filed by Private Advisor 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 1,533,988 shares
    Change vs previous 13F -298,155 shares

    0.2% of the 13F portfolio, value $42,077,320.

    13F-HR 0001567755-26-000001 filed by Private Advisor 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 1,832,143 shares
    Change vs previous 13F +1,731 shares

    0.25% of the 13F portfolio, value $50,017,584.

    13F-HR 0001567755-25-000002 filed by Private Advisor 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 1,830,412 shares
    Change vs previous 13F +66,844 shares

    0.26% of the 13F portfolio, value $48,506,310.

    13F-HR 0001085146-25-004775 filed by Private Advisor 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 1,763,568 shares
    Change vs previous 13F +93,719 shares

    0.3% of the 13F portfolio, value $49,309,332.

    13F-HR 0001085146-25-002584 filed by Private Advisor 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 1,669,849 shares
    Change vs previous 13F +1,150,382 shares

    0.26% of the 13F portfolio, value $45,620,229.

    13F-HR 0001085146-25-000667 filed by Private Advisor 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 519,467 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $43,910,467.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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