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Sheaff Brock Investment Advisors, LLC: SCHD position timeline

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

Sheaff Brock Investment Advisors, LLC held 55,438 SCHD shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 55,438 shares
    Change vs previous 13F +1,450 shares

    0.14% of the 13F portfolio, value $1,550,044.

    13F-HR 0001666789-25-000004 filed by Sheaff Brock 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 ended2024-12-31
    13F 53,988 shares
    Change vs previous 13F +37,112 shares

    0.13% of the 13F portfolio, value $1,474,946.

    13F-HR 0001666789-25-000001 filed by Sheaff Brock 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 ended2024-09-30
    13F 16,876 shares
    Change vs previous 13F +1,028 shares

    0.13% of the 13F portfolio, value $1,426,525.

    13F-HR 0001666789-24-000007 filed by Sheaff Brock 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 ended2024-06-30
    13F 15,848 shares
    Change vs previous 13F +3,436 shares

    0.11% of the 13F portfolio, value $1,232,328.

    13F-HR 0001666789-24-000004 filed by Sheaff Brock 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 ended2024-03-31
    13F 12,412 shares
    Change vs previous 13F +841 shares

    0.08% of the 13F portfolio, value $1,000,767.

    13F-HR 0001666789-24-000003 filed by Sheaff Brock 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 ended2023-12-31
    13F 11,571 shares
    Change vs previous 13F -8,041 shares

    0.08% of the 13F portfolio, value $880,864.

    13F-HR 0001666789-24-000001 filed by Sheaff Brock 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 ended2023-09-30
    13F 19,612 shares
    Change vs previous 13F -842 shares

    0.14% of the 13F portfolio, value $1,387,715.

    13F-HR 0001666789-23-000004 filed by Sheaff Brock Investment 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 ended2023-06-30
    13F 20,454 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,485,403.

    13F-HR 0001666789-23-000003 filed by Sheaff Brock Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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