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Disclosery

Sanctuary Advisors, LLC: SCHD position timeline

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

Sanctuary Advisors, LLC held 986,443 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 986,443 shares
    Change vs previous 13F +75,000 shares

    0.15% of the 13F portfolio, value $31,280,098.

    13F-HR 0001777271-26-000007 filed by Sanctuary 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 911,443 shares
    Change vs previous 13F +414,039 shares

    0.15% of the 13F portfolio, value $27,963,072.

    13F-HR 0001777271-26-000006 filed by Sanctuary 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 497,404 shares
    Change vs previous 13F +20,465 shares

    0.07% of the 13F portfolio, value $13,643,779.

    13F-HR 0001777271-26-000005 filed by Sanctuary 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/A 476,939 shares
    Change vs previous 13F -326,446 shares

    0.07% of the 13F portfolio, value $13,020,422.

    13F-HR/A 0001777271-26-000004 filed by Sanctuary 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 803,385 shares
    Change vs previous 13F -270 shares

    0.13% of the 13F portfolio, value $21,289,704.

    13F-HR 0001777271-26-000002 filed by Sanctuary 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 803,655 shares
    Change vs previous 13F -121,147 shares

    0.16% of the 13F portfolio, value $22,470,187.

    13F-HR 0001777271-26-000001 filed by Sanctuary 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 924,802 shares
    Change vs previous 13F +12,213 shares

    0.16% of the 13F portfolio, value $25,875,959.

    13F-HR 0001777271-25-000001 filed by Sanctuary 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 912,589 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $26,784,485.

    13F-HR 0001777271-24-000005 filed by Sanctuary Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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