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Disclosery

Strategic Advisors LLC: SCHD position timeline

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

Strategic Advisors LLC held 37,757 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 37,757 shares
    Change vs previous 13F +23,271 shares

    0.26% of the 13F portfolio, value $1,228,244.

    13F-HR 0001172661-26-004493 filed by Strategic Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,486 shares
    Change vs previous 13F +315 shares

    0.1% of the 13F portfolio, value $459,337.

    13F-HR 0001172661-26-002862 filed by Strategic 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 ended2026-03-31
    13F 14,171 shares
    Change vs previous 13F +3,926 shares

    0.07% of the 13F portfolio, value $434,796.

    13F-HR 0001172661-26-001974 filed by Strategic 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 ended2025-12-31
    13F 10,245 shares
    Change vs previous 13F +686 shares

    0.04% of the 13F portfolio, value $281,047.

    13F-HR 0001172661-26-000578 filed by Strategic 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 ended2025-09-30
    13F 9,559 shares
    Change vs previous 13F -1,154 shares

    0.04% of the 13F portfolio, value $260,978.

    13F-HR 0001172661-25-004551 filed by Strategic 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 ended2025-06-30
    13F 10,713 shares
    Change vs previous 13F -4,531 shares

    0.06% of the 13F portfolio, value $283,885.

    13F-HR 0001172661-25-003059 filed by Strategic 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 ended2025-03-31
    13F 15,244 shares
    Change vs previous 13F +672 shares

    0.08% of the 13F portfolio, value $426,210.

    13F-HR 0001172661-25-001507 filed by Strategic 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 ended2024-12-31
    13F 14,572 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $398,109.

    13F-HR 0001172661-25-000437 filed by Strategic Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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