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Kestra Advisory Services, LLC: SCHD position timeline

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

Kestra Advisory Services, LLC held 4,021,674 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,021,674 shares
    Change vs previous 13F +148,327 shares

    0.28% of the 13F portfolio, value $127,527,292.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 379,307 shares
    • Kestra Advisory Services, LLC: 3,635,397 shares
    • Kestra Investment Management, LLC: 6,970 shares

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

  2. period ended2026-03-31
    13F 3,873,347 shares
    Change vs previous 13F +114,082 shares

    0.34% of the 13F portfolio, value $118,834,259.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 350,220 shares
    • Kestra Advisory Services, LLC: 3,523,127 shares

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

  3. period ended2025-12-31
    13F 3,759,265 shares
    Change vs previous 13F -96,016 shares

    0.32% of the 13F portfolio, value $103,116,632.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 363,040 shares
    • Kestra Advisory Services, LLC: 3,396,225 shares
    • Kestra Investment Management, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 3,855,281 shares
    Change vs previous 13F +629,058 shares

    0.32% of the 13F portfolio, value $105,249,181.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 400,266 shares
    • Kestra Advisory Services, LLC: 3,446,198 shares
    • Kestra Investment Management, LLC: 8,817 shares

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

  5. period ended2025-06-30
    13F/A 3,226,223 shares
    Change vs previous 13F -672,647 shares

    0.28% of the 13F portfolio, value $85,494,904.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 534,302 shares
    • Kestra Advisory Services, LLC: 2,675,988 shares
    • Kestra Investment Management, LLC: 15,933 shares

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

  6. period ended2025-03-31
    13F/A 3,898,870 shares
    Change vs previous 13F -1,390,400 shares

    0.37% of the 13F portfolio, value $109,012,406.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 586,698 shares
    • Kestra Advisory Services, LLC: 3,272,557 shares
    • Kestra Investment Management, LLC: 39,615 shares

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

  7. period ended2024-12-31
    13F 5,289,270 shares
    Change vs previous 13F +3,487,616 shares

    0.54% of the 13F portfolio, value $144,502,845.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 593,444 shares
    • Kestra Advisory Services, LLC: 4,671,268 shares
    • Kestra Investment Management, LLC: 24,558 shares

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

  8. period ended2024-09-30
    13F 1,801,654 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $152,293,830.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 209,183 shares
    • Kestra Advisory Services, LLC: 1,574,832 shares
    • Kestra Investment Management, LLC: 17,639 shares

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