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Roehl & Yi Investment Advisors, LLC: SCHD position timeline

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

Roehl & Yi Investment Advisors, LLC held 135,177 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 135,177 shares
    Change vs previous 13F +2,906 shares

    1.07% of the 13F portfolio, value $3,236,292.

    13F-HR 0001941040-26-000603 filed by Roehl & Yi 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 132,271 shares
    Change vs previous 13F +3,434 shares

    1.14% of the 13F portfolio, value $3,043,117.

    13F-HR 0001941040-26-000367 filed by Roehl & Yi 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 128,837 shares
    Change vs previous 13F +2,104 shares

    1.05% of the 13F portfolio, value $2,630,179.

    13F-HR 0001941040-26-000176 filed by Roehl & Yi 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 126,733 shares
    Change vs previous 13F +36,394 shares

    1.11% of the 13F portfolio, value $2,560,438.

    13F-HR 0001941040-26-000391 filed by Roehl & Yi 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 90,339 shares
    Change vs previous 13F +16,320 shares

    1.19% of the 13F portfolio, value $2,316,658.

    13F-HR 0001941040-26-000390 filed by Roehl & Yi 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 74,019 shares
    Change vs previous 13F +32,296 shares

    1.08% of the 13F portfolio, value $1,987,810.

    13F-HR 0001941040-26-000389 filed by Roehl & Yi 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 41,723 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $1,139,861.

    13F-HR 0001941040-26-000388 filed by Roehl & Yi Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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