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Soltis Investment Advisors LLC: SCHD position timeline

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

Soltis Investment Advisors LLC held 130,431 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,431 shares
    Change vs previous 13F -11,440 shares

    0.24% of the 13F portfolio, value $4,135,981.

    13F-HR 0001802530-26-000004 filed by Soltis 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 ended2026-03-31
    13F 141,871 shares
    Change vs previous 13F -1,260 shares

    0.28% of the 13F portfolio, value $4,352,604.

    13F-HR 0001802530-26-000003 filed by Soltis 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 ended2025-12-31
    13F/A 143,131 shares
    Change vs previous 13F +13,659 shares

    0.26% of the 13F portfolio, value $3,926,074.

    13F-HR/A 0001802530-26-000002 filed by Soltis 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 ended2025-09-30
    13F 129,472 shares
    Change vs previous 13F +747 shares

    0.24% of the 13F portfolio, value $3,534,574.

    13F-HR 0001802530-25-000007 filed by Soltis 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 ended2025-06-30
    13F 128,725 shares
    Change vs previous 13F -1,626 shares

    0.27% of the 13F portfolio, value $3,411,221.

    13F-HR 0001802530-25-000004 filed by Soltis 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 ended2025-03-31
    13F 130,351 shares
    Change vs previous 13F +6,808 shares

    0.33% of the 13F portfolio, value $3,644,621.

    13F-HR 0001802530-25-000003 filed by Soltis 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 ended2024-12-31
    13F 123,543 shares
    Change vs previous 13F +81,717 shares

    0.31% of the 13F portfolio, value $3,375,193.

    13F-HR 0001802530-25-000002 filed by Soltis 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 ended2024-09-30
    13F/A 41,826 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,535,517.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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