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Disclosery

Souders Financial Advisors: SCHD position timeline

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

Souders Financial Advisors held 887,309 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 887,309 shares
    Change vs previous 13F -175,529 shares

    2.83% of the 13F portfolio, value $28,136,579.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 1,062,838 shares
    Change vs previous 13F +883 shares

    3.72% of the 13F portfolio, value $32,607,871.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 1,061,955 shares
    Change vs previous 13F +25,835 shares

    3.34% of the 13F portfolio, value $29,129,412.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 1,036,120 shares
    Change vs previous 13F +54,098 shares

    3.36% of the 13F portfolio, value $28,286,065.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 982,022 shares
    Change vs previous 13F +40,344 shares

    3.31% of the 13F portfolio, value $26,023,594.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 941,678 shares
    Change vs previous 13F +67,405 shares

    3.68% of the 13F portfolio, value $26,329,320.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 874,273 shares
    Change vs previous 13F +587,869 shares

    3.34% of the 13F portfolio, value $23,885,138.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 286,404 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $24,209,742.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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