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Disclosery

SRH ADVISORS, LLC: SCHD position timeline

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

SRH ADVISORS, LLC held 873,081 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 873,081 shares
    Change vs previous 13F -7,416 shares

    7.05% of the 13F portfolio, value $27,685,399.

    13F-HR 0001512779-26-000007 filed by SRH 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 880,497 shares
    Change vs previous 13F -2,067 shares

    7.73% of the 13F portfolio, value $27,013,648.

    13F-HR 0001512779-26-000005 filed by SRH 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 882,564 shares
    Change vs previous 13F -26,997 shares

    6.97% of the 13F portfolio, value $24,208,735.

    13F-HR 0001512779-26-000002 filed by SRH 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 909,561 shares
    Change vs previous 13F -16,740 shares

    7.25% of the 13F portfolio, value $24,831,015.

    13F-HR 0001512779-25-000012 filed by SRH 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 926,301 shares
    Change vs previous 13F -16,251 shares

    7.47% of the 13F portfolio, value $24,546,977.

    13F-HR 0001512779-25-000009 filed by SRH 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 942,552 shares
    Change vs previous 13F -37,872 shares

    8.14% of the 13F portfolio, value $26,353,754.

    13F-HR 0001512779-25-000006 filed by SRH 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 980,424 shares
    Change vs previous 13F +652,681 shares

    7.95% of the 13F portfolio, value $26,785,184.

    13F-HR 0001512779-25-000003 filed by SRH 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 327,743 shares
    Change vs previous 13F not available

    8.41% of the 13F portfolio, value $27,704,116.

    13F-HR 0001512779-24-000010 filed by SRH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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