Scott Capital Advisors, LLC: SCHD position timeline

Scott Capital Advisors, LLC held 1,727,332 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 1,727,332 shares

   Change vs previous 13F +8,951 shares

   8.1% of the 13F portfolio, value $56,397,395.

   13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
   Accepted 2026-10-10 01:05:43 UTC, ingested 2026-10-13 10:02:13 UTC

2. period ended2026-06-30

   13F 1,718,381 shares

   Change vs previous 13F -10,788 shares

   8.53% of the 13F portfolio, value $54,489,855.

   13F-HR 0001905673-26-000003 filed by Scott Capital Advisors, LLC
   Filed 2026-07-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

3. period ended2026-03-31

   13F 1,729,169 shares

   Change vs previous 13F -35,681 shares

   10.71% of the 13F portfolio, value $52,843,418.

   13F-HR 0001905673-26-000002 filed by Scott Capital Advisors, LLC
   Filed 2026-04-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

4. period ended2025-12-31

   13F 1,764,850 shares

   Change vs previous 13F -118,563 shares

   10.72% of the 13F portfolio, value $48,409,828.

   13F-HR 0001905673-26-000001 filed by Scott Capital Advisors, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

5. period ended2025-09-30

   13F 1,883,413 shares

   Change vs previous 13F +65,421 shares

   11.59% of the 13F portfolio, value $51,191,161.

   13F-HR 0001905673-25-000003 filed by Scott Capital Advisors, LLC
   Filed 2025-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

6. period ended2025-06-30

   13F 1,817,992 shares

   Change vs previous 13F +88,368 shares

   13.44% of the 13F portfolio, value $49,612,992.

   13F-HR 0001085146-25-003768 filed by Scott Capital Advisors, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

7. period ended2025-03-31

   13F 1,729,624 shares

   Change vs previous 13F +43,390 shares

   14.43% of the 13F portfolio, value $48,360,276.

   13F-HR 0001085146-25-002138 filed by Scott Capital Advisors, LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 1,686,234 shares

   Change vs previous 13F not available

   13.23% of the 13F portfolio, value $46,034,198.

   13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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