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Savvy Advisors, Inc.: SCHD position timeline

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

Savvy Advisors, Inc. held 558,571 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 558,571 shares
    Change vs previous 13F -23,483 shares

    0.38% of the 13F portfolio, value $17,712,272.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 582,054 shares
    Change vs previous 13F +171,662 shares

    0.48% of the 13F portfolio, value $17,857,420.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 410,392 shares
    Change vs previous 13F +103,193 shares

    0.36% of the 13F portfolio, value $11,257,042.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 307,199 shares
    Change vs previous 13F -7,713 shares

    0.39% of the 13F portfolio, value $8,386,541.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 314,912 shares
    Change vs previous 13F +105,145 shares

    0.56% of the 13F portfolio, value $8,345,169.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 209,767 shares
    Change vs previous 13F -5,334 shares

    0.59% of the 13F portfolio, value $5,865,090.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 215,101 shares
    Change vs previous 13F +195,742 shares

    0.71% of the 13F portfolio, value $5,876,562.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 19,359 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,636,413.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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