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Skyline Advisors, Inc.: SCHD position timeline

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

Skyline Advisors, Inc. held 262,410 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 262,410 shares
    Change vs previous 13F -118,875 shares

    2.61% of the 13F portfolio, value $8,321,010.

    13F-HR 0001843832-26-000004 filed by Skyline 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 381,285 shares
    Change vs previous 13F -274,642 shares

    4.08% of the 13F portfolio, value $11,697,826.

    13F-HR 0001843832-26-000002 filed by Skyline 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 655,927 shares
    Change vs previous 13F +4,368 shares

    6.01% of the 13F portfolio, value $17,992,090.

    13F-HR 0001843832-26-000001 filed by Skyline 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 651,559 shares
    Change vs previous 13F +32,656 shares

    6.13% of the 13F portfolio, value $17,787,563.

    13F-HR 0001843832-25-000002 filed by Skyline 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 618,903 shares
    Change vs previous 13F +2,792 shares

    6.06% of the 13F portfolio, value $16,400,933.

    13F-HR 0001085146-25-003754 filed by Skyline 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 616,111 shares
    Change vs previous 13F +12,668 shares

    6.78% of the 13F portfolio, value $17,226,453.

    13F-HR 0001085146-25-002112 filed by Skyline 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 603,443 shares
    Change vs previous 13F +408,674 shares

    6.4% of the 13F portfolio, value $16,486,071.

    13F-HR 0001085146-25-001776 filed by Skyline 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 194,769 shares
    Change vs previous 13F not available

    6.78% of the 13F portfolio, value $16,463,857.

    13F-HR 0001085146-24-004696 filed by Skyline Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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