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Diversify Advisory Services, LLC: SCHD position timeline

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

Diversify Advisory Services, LLC held 398,730 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 398,730 shares
    Change vs previous 13F +215,665 shares

    0.11% of the 13F portfolio, value $13,329,556.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 199,365 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 199,365 shares

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

  2. period ended2026-03-31
    13F 183,065 shares
    Change vs previous 13F -71,256 shares

    0.1% of the 13F portfolio, value $5,757,384.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 183,065 shares

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

  3. period ended2025-12-31
    13F 254,321 shares
    Change vs previous 13F +16,906 shares

    0.14% of the 13F portfolio, value $7,290,866.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 43,565 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 210,756 shares

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

  4. period ended2025-09-30
    13F 237,415 shares
    Change vs previous 13F -17,012 shares

    0.13% of the 13F portfolio, value $6,284,379.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 27,354 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 210,061 shares

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

  5. period ended2025-06-30
    13F 254,427 shares
    Change vs previous 13F -55,928 shares

    0.16% of the 13F portfolio, value $6,894,989.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 33,609 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 220,818 shares

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

  6. period ended2025-03-31
    13F 310,355 shares
    Change vs previous 13F +29,984 shares

    0.27% of the 13F portfolio, value $8,035,085.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 79,273 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 231,082 shares

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

  7. period ended2024-12-31
    13F 280,371 shares
    Change vs previous 13F +8,229 shares

    0.24% of the 13F portfolio, value $7,572,836.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 46,822 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 233,549 shares

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

  8. period ended2024-09-30
    13F 272,142 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $7,698,330.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 43,288 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 228,854 shares

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