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Disclosery

BROWN ADVISORY INC: SCHD position timeline

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

BROWN ADVISORY INC held 161,217 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 161,217 shares
    Change vs previous 13F -43,965 shares

    0.01% of the 13F portfolio, value $5,112,173.

    13F-HR 0001345929-26-000038 filed by BROWN ADVISORY 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 205,182 shares
    Change vs previous 13F -22,362 shares

    0.01% of the 13F portfolio, value $6,294,969.

    13F-HR 0001345929-26-000028 filed by BROWN ADVISORY 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 227,544 shares
    Change vs previous 13F +517 shares

    0.01% of the 13F portfolio, value $6,241,517.

    13F-HR 0001345929-26-000018 filed by BROWN ADVISORY 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 227,027 shares
    Change vs previous 13F -5,637 shares

    0.01% of the 13F portfolio, value $6,197,840.

    13F-HR 0001345929-25-000002 filed by BROWN ADVISORY 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 232,664 shares
    Change vs previous 13F +3,611 shares

    0.01% of the 13F portfolio, value $6,165,598.

    13F-HR 0001085146-25-005034 filed by BROWN ADVISORY 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 229,053 shares
    Change vs previous 13F -7,953 shares

    0.01% of the 13F portfolio, value $6,404,328.

    13F-HR 0001085146-25-002448 filed by BROWN ADVISORY 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 237,006 shares
    Change vs previous 13F +156,804 shares

    0.01% of the 13F portfolio, value $6,474,992.

    13F-HR 0001085146-25-001491 filed by BROWN ADVISORY 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 80,202 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $6,779,489.

    13F-HR 0001085146-24-005669 filed by BROWN ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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