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VestGen Advisors, LLC: SCHD position timeline

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

VestGen Advisors, LLC held 34,584 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,584 shares
    Change vs previous 13F -18,539 shares

    0.03% of the 13F portfolio, value $1,096,662.

    13F-HR 0002050130-26-000005 filed by VestGen Advisors, 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 53,123 shares
    Change vs previous 13F +41,863 shares

    0.05% of the 13F portfolio, value $1,687,177.

    13F-HR 0002050130-26-000004 filed by VestGen 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 11,260 shares
    Change vs previous 13F -28,116 shares

    0.01% of the 13F portfolio, value $308,869.

    13F-HR 0002050130-26-000001 filed by VestGen 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 39,376 shares
    Change vs previous 13F -3,209 shares

    0.04% of the 13F portfolio, value $1,074,958.

    13F-HR 0002050130-25-000006 filed by VestGen 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 42,585 shares
    Change vs previous 13F +3,976 shares

    0.04% of the 13F portfolio, value $1,128,505.

    13F-HR 0002050130-25-000005 filed by VestGen 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 38,609 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,079,509.

    13F-HR 0002050130-25-000003 filed by VestGen Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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