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TFG Advisers LLC: SCHD position timeline

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

TFG Advisers LLC held 18,261 SCHD shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 18,261 shares
    Change vs previous 13F +2,711 shares

    0.17% of the 13F portfolio, value $483,922.

    13F-HR 0001172661-25-002655 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 15,550 shares
    Change vs previous 13F +2,160 shares

    0.16% of the 13F portfolio, value $434,770.

    13F-HR 0001172661-25-002152 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 13,390 shares
    Change vs previous 13F +9,482 shares

    0.13% of the 13F portfolio, value $365,804.

    13F-HR 0001172661-25-000380 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 3,908 shares
    Change vs previous 13F +175 shares

    0.12% of the 13F portfolio, value $330,312.

    13F-HR 0001172661-24-004324 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 3,733 shares
    Change vs previous 13F +778 shares

    0.11% of the 13F portfolio, value $290,302.

    13F-HR 0001172661-24-002908 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 2,955 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $238,287.

    13F-HR 0001172661-24-002012 filed by TFG Advisers LLC
    Filed (acceptance time not in the bulk data set), ingested

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