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Regal Investment Advisors LLC: SCHD position timeline

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

Regal Investment Advisors LLC held 906,142 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 906,142 shares
    Change vs previous 13F -2,677 shares

    1.49% of the 13F portfolio, value $28,733,755.

    13F-HR 0001559789-26-000004 filed by Regal Investment Advisors 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 908,819 shares
    Change vs previous 13F -57,340 shares

    1.61% of the 13F portfolio, value $27,882,572.

    13F-HR 0001559789-26-000003 filed by Regal Investment 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 ended2025-12-31
    13F 966,159 shares
    Change vs previous 13F -37,686 shares

    1.58% of the 13F portfolio, value $26,501,759.

    13F-HR 0001559789-26-000002 filed by Regal Investment 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 ended2025-09-30
    13F 1,003,845 shares
    Change vs previous 13F +7,300 shares

    1.78% of the 13F portfolio, value $27,404,972.

    13F-HR 0001559789-25-000007 filed by Regal Investment 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 ended2025-06-30
    13F 996,545 shares
    Change vs previous 13F +32,644 shares

    1.98% of the 13F portfolio, value $26,408,466.

    13F-HR 0001559789-25-000003 filed by Regal Investment 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 ended2025-03-31
    13F 963,901 shares
    Change vs previous 13F +180,074 shares

    2.18% of the 13F portfolio, value $26,950,685.

    13F-HR 0001559789-25-000002 filed by Regal Investment Advisors 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 783,827 shares
    Change vs previous 13F +545,824 shares

    1.61% of the 13F portfolio, value $21,414,172.

    13F-HR 0001559789-25-000001 filed by Regal Investment Advisors 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 238,003 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $20,118,361.

    13F-HR 0001559789-24-000005 filed by Regal Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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