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Disclosery

Worth Financial Advisory Group, LLC: SCHD position timeline

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

Worth Financial Advisory Group, LLC held 41,972 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,972 shares
    Change vs previous 13F +41,485 shares

    0.55% of the 13F portfolio, value $1,330,922.

    13F-HR 0001964358-26-000004 filed by Worth Financial Advisory 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 487 shares
    Change vs previous 13F -121,427 shares

    0.12% of the 13F portfolio, value $277,856.

    13F-HR 0001964358-26-000002 filed by Worth Financial Advisory 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 121,914 shares
    Change vs previous 13F -5,600 shares

    1.62% of the 13F portfolio, value $3,344,088.

    13F-HR 0001964358-26-000001 filed by Worth Financial Advisory 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 127,514 shares
    Change vs previous 13F +1,888 shares

    1.95% of the 13F portfolio, value $3,481,145.

    13F-HR 0001964358-25-000002 filed by Worth Financial Advisory 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 125,626 shares
    Change vs previous 13F +1,659 shares

    2.04% of the 13F portfolio, value $3,329,097.

    13F-HR 0001085146-25-003895 filed by Worth Financial Advisory 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 123,967 shares
    Change vs previous 13F -2,416 shares

    2.2% of the 13F portfolio, value $3,466,105.

    13F-HR 0001085146-25-002209 filed by Worth Financial Advisory 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 126,383 shares
    Change vs previous 13F +84,092 shares

    2.12% of the 13F portfolio, value $3,452,777.

    13F-HR 0001085146-25-001033 filed by Worth Financial Advisory 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 42,291 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $3,574,858.

    13F-HR 0001085146-24-005130 filed by Worth Financial Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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