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Disclosery

RIA Advisory Group LLC: SCHD position timeline

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

RIA Advisory Group LLC held 99,582 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,582 shares
    Change vs previous 13F +11,727 shares

    0.7% of the 13F portfolio, value $3,157,732.

    13F-HR 0002085853-26-000817 filed by RIA Advisory 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 87,855 shares
    Change vs previous 13F +2,541 shares

    0.66% of the 13F portfolio, value $2,695,400.

    13F-HR 0002085853-26-000473 filed by RIA Advisory 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 85,314 shares
    Change vs previous 13F +412 shares

    0.57% of the 13F portfolio, value $2,340,172.

    13F-HR 0002085853-26-000163 filed by RIA Advisory 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 84,902 shares
    Change vs previous 13F -2,370 shares

    0.6% of the 13F portfolio, value $2,317,848.

    13F-HR 0002085853-25-000287 filed by RIA Advisory 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 87,272 shares
    Change vs previous 13F +3,476 shares

    0.68% of the 13F portfolio, value $2,312,719.

    13F-HR 0001667731-25-001112 filed by RIA Advisory 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 83,796 shares
    Change vs previous 13F -6,504 shares

    0.76% of the 13F portfolio, value $2,342,923.

    13F-HR 0001667731-25-000613 filed by RIA Advisory 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 90,300 shares
    Change vs previous 13F +58,084 shares

    0.84% of the 13F portfolio, value $2,467,012.

    13F-HR 0001667731-25-000274 filed by RIA Advisory 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 32,216 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,723,175.

    13F-HR 0001958384-24-000004 filed by RIA Advisory Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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