Skip to content
Disclosery

RTD Financial Advisors, Inc.: SCHB position timeline

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

RTD Financial Advisors, Inc. held 116,111 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 116,111 shares
    Change vs previous 13F -2,793 shares

    0.37% of the 13F portfolio, value $3,403,200.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 118,904 shares
    Change vs previous 13F +6 shares

    0.38% of the 13F portfolio, value $3,443,471.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 118,898 shares
    Change vs previous 13F -817 shares

    0.37% of the 13F portfolio, value $2,984,351.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 119,715 shares
    Change vs previous 13F -6,115 shares

    0.38% of the 13F portfolio, value $3,140,128.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 125,830 shares
    Change vs previous 13F -9,969 shares

    0.39% of the 13F portfolio, value $3,235,093.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 135,799 shares
    Change vs previous 13F -960 shares

    0.41% of the 13F portfolio, value $3,236,082.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 136,759 shares
    Change vs previous 13F -7,384 shares

    0.4% of the 13F portfolio, value $2,944,423.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 144,143 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $3,272,053.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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