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PROMETHIUM ADVISORS,LLC: SCHD position timeline

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

PROMETHIUM ADVISORS,LLC held 0 SCHD shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,434 shares

    13F-HR 0002034073-26-000001 filed by PROMETHIUM ADVISORS,LLC
    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.

  2. period ended2025-09-30
    13F 9,434 shares
    Change vs previous 13F -2,908 shares

    0.15% of the 13F portfolio, value $257,556.

    13F-HR 0002034073-25-000004 filed by PROMETHIUM ADVISORS,LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 12,342 shares
    Change vs previous 13F -9,987 shares

    0.2% of the 13F portfolio, value $327,051.

    13F-HR 0001988408-25-000008 filed by PROMETHIUM ADVISORS,LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 22,329 shares
    Change vs previous 13F -1,749 shares

    0.4% of the 13F portfolio, value $624,307.

    13F-HR 0001830922-25-000004 filed by PROMETHIUM ADVISORS,LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 24,078 shares
    Change vs previous 13F +15,698 shares

    0.45% of the 13F portfolio, value $657,803.

    13F-HR 0002034073-25-000001 filed by PROMETHIUM ADVISORS,LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 8,380 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $708,373.

    13F-HR 0002034073-24-000001 filed by PROMETHIUM ADVISORS,LLC
    Filed (acceptance time not in the bulk data set), ingested

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