Skip to content
Disclosery

Xcelsior Advisor Partners LLC: SCHD position timeline

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

Xcelsior Advisor Partners LLC held 250,849 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,849 shares
    Change vs previous 13F +36,528 shares

    1.05% of the 13F portfolio, value $7,954,408.

    13F-HR 0001420506-26-001781 filed by Xcelsior Advisor Partners 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 214,321 shares
    Change vs previous 13F +2,738 shares

    2.52% of the 13F portfolio, value $6,575,368.

    13F-HR 0001986152-26-000087 filed by Xcelsior Advisor Partners 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 211,583 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $5,803,722.

    13F-HR 0001986152-26-000034 filed by Xcelsior Advisor Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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