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Virginia Estate & Retirement Planning Advisors Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Virginia Estate & Retirement Planning Advisors Inc. on SCHD, newest first. How the timeline and the estimate are built.

Virginia Estate & Retirement Planning Advisors Inc. held 101,483 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 101,483 shares
    Change vs previous 13F -10,432,506 shares

    4.18% of the 13F portfolio, value $3,304,937.

    13F-HR 0002115327-26-000005 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,533,989 shares
    Change vs previous 13F not available

    13.12% of the 13F portfolio, value $10,894,950.

    13F-HR 0002115327-26-000003 filed by Virginia Estate & Retirement Planning Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec ยง4.2).