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United Advisor Group, LLC: SCHD position timeline

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

United Advisor Group, LLC held 129,516 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 129,516 shares
    Change vs previous 13F +8,648 shares

    0.44% of the 13F portfolio, value $4,106,946.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, 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 120,868 shares
    Change vs previous 13F +802 shares

    0.46% of the 13F portfolio, value $3,708,219.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, 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 120,066 shares
    Change vs previous 13F +50,135 shares

    0.42% of the 13F portfolio, value $3,293,416.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, 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 69,931 shares
    Change vs previous 13F +4,499 shares

    0.26% of the 13F portfolio, value $1,909,106.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, 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 65,432 shares
    Change vs previous 13F +7,950 shares

    0.3% of the 13F portfolio, value $1,733,945.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, 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 57,482 shares
    Change vs previous 13F -466 shares

    0.33% of the 13F portfolio, value $1,607,209.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, 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 57,948 shares
    Change vs previous 13F +40,779 shares

    0.31% of the 13F portfolio, value $1,583,131.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, 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 17,169 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,451,324.

    13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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