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Washington Trust Advisors, Inc.: SCHD position timeline

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

Washington Trust Advisors, Inc. held 48,441 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 48,441 shares
    Change vs previous 13F +2,296 shares

    0.11% of the 13F portfolio, value $1,536,065.

    13F-HR 0001900099-26-000003 filed by Washington Trust Advisors, Inc.
    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 46,145 shares
    Change vs previous 13F +1,334 shares

    0.11% of the 13F portfolio, value $1,415,741.

    13F-HR 0001900099-26-000002 filed by Washington Trust Advisors, Inc.
    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 44,811 shares
    Change vs previous 13F +2,336 shares

    0.09% of the 13F portfolio, value $1,229,172.

    13F-HR 0001900099-26-000001 filed by Washington Trust Advisors, Inc.
    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 42,475 shares
    Change vs previous 13F +437 shares

    0.09% of the 13F portfolio, value $1,159,576.

    13F-HR 0001900099-25-000007 filed by Washington Trust Advisors, Inc.
    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 42,038 shares
    Change vs previous 13F +9,480 shares

    0.09% of the 13F portfolio, value $1,114,007.

    13F-HR 0001900099-25-000003 filed by Washington Trust Advisors, Inc.
    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 32,558 shares
    Change vs previous 13F +9,082 shares

    0.08% of the 13F portfolio, value $910,322.

    13F-HR 0001900099-25-000002 filed by Washington Trust Advisors, Inc.
    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 23,476 shares
    Change vs previous 13F +18,281 shares

    0.05% of the 13F portfolio, value $641,365.

    13F-HR 0001900099-25-000001 filed by Washington Trust Advisors, Inc.
    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 5,195 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $439,134.

    13F-HR 0001900099-24-000009 filed by Washington Trust Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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