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TFB Advisors LLC: SCHD position timeline

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

TFB Advisors LLC held 37,063 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,063 shares
    Change vs previous 13F +25,230 shares

    0.52% of the 13F portfolio, value $1,175,268.

    13F-HR 0001965201-26-000003 filed by TFB 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 11,833 shares
    Change vs previous 13F +597 shares

    0.19% of the 13F portfolio, value $363,036.

    13F-HR 0001965201-26-000002 filed by TFB 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 11,236 shares
    Change vs previous 13F -29 shares

    0.09% of the 13F portfolio, value $308,203.

    13F-HR 0001965201-26-000001 filed by TFB 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 11,265 shares
    Change vs previous 13F -2,913 shares

    0.09% of the 13F portfolio, value $302,691.

    13F-HR 0001965201-25-000004 filed by TFB 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 14,178 shares
    Change vs previous 13F -2,812 shares

    0.1% of the 13F portfolio, value $375,717.

    13F-HR 0001830817-25-000004 filed by TFB 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 16,990 shares
    Change vs previous 13F +502 shares

    0.14% of the 13F portfolio, value $475,045.

    13F-HR 0001965201-25-000003 filed by TFB 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 16,488 shares
    Change vs previous 13F +11,812 shares

    0.13% of the 13F portfolio, value $450,459.

    13F-HR 0001965201-25-000001 filed by TFB 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 4,676 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $395,297.

    13F-HR 0001965201-24-000003 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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