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Disclosery

Sovran Advisors, LLC: SCHD position timeline

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

Sovran Advisors, LLC held 116,485 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,485 shares
    Change vs previous 13F -2,755 shares

    0.29% of the 13F portfolio, value $3,940,703.

    13F-HR 0002051471-26-000004 filed by Sovran 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 119,240 shares
    Change vs previous 13F -2,820 shares

    0.3% of the 13F portfolio, value $3,824,034.

    13F-HR 0002051471-26-000003 filed by Sovran 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 122,060 shares
    Change vs previous 13F -15,677 shares

    0.3% of the 13F portfolio, value $3,543,398.

    13F-HR 0002051471-26-000001 filed by Sovran 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 137,737 shares
    Change vs previous 13F -5,313 shares

    0.32% of the 13F portfolio, value $3,674,829.

    13F-HR 0002051471-25-000007 filed by Sovran 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 143,050 shares
    Change vs previous 13F +12,375 shares

    0.41% of the 13F portfolio, value $3,908,129.

    13F-HR 0002051471-25-000004 filed by Sovran 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 130,675 shares
    Change vs previous 13F +6,963 shares

    0.43% of the 13F portfolio, value $3,321,763.

    13F-HR 0002051471-25-000003 filed by Sovran 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 123,712 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,404,542.

    13F-HR 0002051471-25-000001 filed by Sovran Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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