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Disclosery

XML Financial, LLC: SCHD position timeline

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

XML Financial, LLC held 390,817 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 390,817 shares
    Change vs previous 13F -12,411 shares

    0.9% of the 13F portfolio, value $12,392,810.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 403,228 shares
    Change vs previous 13F -19,827 shares

    1% of the 13F portfolio, value $12,371,043.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 423,055 shares
    Change vs previous 13F +2,241 shares

    0.95% of the 13F portfolio, value $11,604,386.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 420,814 shares
    Change vs previous 13F +232 shares

    0.94% of the 13F portfolio, value $11,488,211.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 420,582 shares
    Change vs previous 13F +5,041 shares

    0.97% of the 13F portfolio, value $11,145,431.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 415,541 shares
    Change vs previous 13F +32,573 shares

    1.09% of the 13F portfolio, value $11,618,536.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 382,968 shares
    Change vs previous 13F +261,349 shares

    0.96% of the 13F portfolio, value $10,462,697.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 121,619 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $10,280,421.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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