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True Link Financial Advisors, LLC: SCHD position timeline

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

True Link Financial Advisors, LLC held 0 SCHD shares at 2026-06-30 per its 13F-HR/A filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 0 shares
    Change vs previous 13F -1,367 shares

    13F-HR/A 0001846236-26-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F/A 1,367 shares
    Change vs previous 13F -52,894 shares

    <0.01% of the 13F portfolio, value $41,954.

    13F-HR/A 0001846236-26-000003 filed by True Link Financial 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 54,261 shares
    Change vs previous 13F -1,122,768 shares

    0.09% of the 13F portfolio, value $1,488,392.

    13F-HR 0001846236-26-000001 filed by True Link Financial 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 1,177,029 shares
    Change vs previous 13F +13,017 shares

    2.07% of the 13F portfolio, value $32,132,888.

    13F-HR 0001846236-25-000009 filed by True Link Financial 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 1,164,012 shares
    Change vs previous 13F -590,510 shares

    2.13% of the 13F portfolio, value $30,846,315.

    13F-HR 0001846236-25-000006 filed by True Link Financial 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 1,754,522 shares
    Change vs previous 13F +185,997 shares

    3.66% of the 13F portfolio, value $49,056,444.

    13F-HR 0001846236-25-000002 filed by True Link Financial 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 1,568,525 shares
    Change vs previous 13F +1,057,006 shares

    3.6% of the 13F portfolio, value $42,852,100.

    13F-HR 0001846236-25-000001 filed by True Link Financial 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 511,519 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $43,238,691.

    13F-HR 0001846236-24-000006 filed by True Link Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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