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Disclosery

TOWER BRIDGE ADVISORS: SCHD position timeline

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

TOWER BRIDGE ADVISORS held 245,374 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 245,374 shares
    Change vs previous 13F -2,180 shares

    0.7% of the 13F portfolio, value $7,780,810.

    13F-HR 0001278249-26-000008 filed by TOWER BRIDGE ADVISORS
    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 247,554 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $7,594,957.

    13F-HR 0001278249-26-000004 filed by TOWER BRIDGE ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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