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Disclosery

Register Financial Advisors LLC: SCHD position timeline

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

Register Financial Advisors LLC held 53,809 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,809 shares
    Change vs previous 13F +4,977 shares

    0.52% of the 13F portfolio, value $1,706,297.

    13F-HR 0001398344-26-012152 filed by Register Financial 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 48,832 shares
    Change vs previous 13F -1,737 shares

    0.55% of the 13F portfolio, value $1,498,154.

    13F-HR 0001398344-26-006554 filed by Register Financial 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 50,569 shares
    Change vs previous 13F -29,906 shares

    0.54% of the 13F portfolio, value $1,387,099.

    13F-HR 0001398344-26-000936 filed by Register Financial 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 80,475 shares
    Change vs previous 13F -13,719 shares

    0.86% of the 13F portfolio, value $2,196,966.

    13F-HR 0001398344-25-020010 filed by Register Financial 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 94,194 shares
    Change vs previous 13F -6,192 shares

    1.09% of the 13F portfolio, value $2,496,138.

    13F-HR 0001398344-25-013182 filed by Register Financial 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 100,386 shares
    Change vs previous 13F +4,495 shares

    1.46% of the 13F portfolio, value $2,806,789.

    13F-HR 0001398344-25-007432 filed by Register Financial 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 95,891 shares
    Change vs previous 13F +64,086 shares

    1.32% of the 13F portfolio, value $2,619,739.

    13F-HR 0001398344-25-000892 filed by Register Financial 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 31,805 shares
    Change vs previous 13F not available

    1.38% of the 13F portfolio, value $2,688,476.

    13F-HR 0001398344-24-018875 filed by Register Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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