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ProVise Management Group, LLC: SCHD position timeline

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

ProVise Management Group, LLC held 112,042 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,042 shares
    Change vs previous 13F +5,932 shares

    0.24% of the 13F portfolio, value $3,552,864.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 106,110 shares
    Change vs previous 13F -7,036 shares

    0.23% of the 13F portfolio, value $3,255,454.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 113,146 shares
    Change vs previous 13F -17,213 shares

    0.22% of the 13F portfolio, value $3,103,608.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 130,359 shares
    Change vs previous 13F -4,588 shares

    0.26% of the 13F portfolio, value $3,558,802.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 134,947 shares
    Change vs previous 13F -1,270 shares

    0.28% of the 13F portfolio, value $3,576,103.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 136,217 shares
    Change vs previous 13F -5,649 shares

    0.32% of the 13F portfolio, value $3,808,635.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 141,866 shares
    Change vs previous 13F +88,383 shares

    0.33% of the 13F portfolio, value $3,875,778.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 53,483 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $4,520,887.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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