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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SCHD position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 279,097 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,097 shares
    Change vs previous 13F -72,856 shares

    0.17% of the 13F portfolio, value $8,850,179.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 258,744 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 20,353 shares

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

  2. period ended2026-03-31
    13F 351,953 shares
    Change vs previous 13F -4,621 shares

    0.24% of the 13F portfolio, value $10,797,908.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 320,543 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 31,410 shares

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

  3. period ended2025-12-31
    13F 356,574 shares
    Change vs previous 13F -90,495 shares

    0.22% of the 13F portfolio, value $9,780,819.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 326,653 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 29,921 shares

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

  4. period ended2025-09-30
    13F 447,069 shares
    Change vs previous 13F +5,491 shares

    0.3% of the 13F portfolio, value $12,204,984.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 438,471 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 8,598 shares

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

  5. period ended2025-06-30
    13F 441,578 shares
    Change vs previous 13F +39,879 shares

    0.31% of the 13F portfolio, value $11,701,824.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 439,724 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,854 shares

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

  6. period ended2025-03-31
    13F 401,699 shares
    Change vs previous 13F -14,633 shares

    0.34% of the 13F portfolio, value $11,231,488.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 399,845 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,854 shares

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

  7. period ended2024-12-31
    13F 416,332 shares
    Change vs previous 13F +335,364 shares

    0.35% of the 13F portfolio, value $11,374,187.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 414,478 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,854 shares

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

  8. period ended2024-09-30
    13F 80,968 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,844,170.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 80,968 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 41,124 shares (included in another member's report, not added)

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