Verdence Capital Advisors LLC: SCHD position timeline

Verdence Capital Advisors LLC held 89,804 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 89,804 shares

   Change vs previous 13F +14,557 shares

   0.15% of the 13F portfolio, value $2,847,676.

   13F-HR 0001719305-26-000004 filed by Verdence Capital Advisors LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 75,247 shares

   Change vs previous 13F +33,674 shares

   0.13% of the 13F portfolio, value $2,308,569.

   13F-HR 0001719305-26-000003 filed by Verdence Capital Advisors LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 41,573 shares

   Change vs previous 13F +204 shares

   0.07% of the 13F portfolio, value $1,140,348.

   13F-HR 0001719305-26-000002 filed by Verdence Capital Advisors LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 41,369 shares

   Change vs previous 13F +8,492 shares

   0.06% of the 13F portfolio, value $1,121,935.

   13F-HR 0001719305-25-000008 filed by Verdence Capital Advisors LLC
   Filed 2025-10-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 32,877 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $871,240.

   13F-HR 0001719305-25-000005 filed by Verdence Capital Advisors LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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