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Disclosery

OneAscent Financial Services LLC: SCHD position timeline

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

OneAscent Financial Services LLC held 139,409 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,409 shares
    Change vs previous 13F +10,146 shares

    0.18% of the 13F portfolio, value $4,420,656.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 128,017 shares
    • OneAscent Wealth Management LLC: 11,392 shares

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

  2. period ended2026-03-31
    13F 129,263 shares
    Change vs previous 13F +58,098 shares

    0.18% of the 13F portfolio, value $3,965,781.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 117,275 shares
    • OneAscent Wealth Management LLC: 11,988 shares

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

  3. period ended2025-12-31
    13F 71,165 shares
    Change vs previous 13F +14,565 shares

    0.14% of the 13F portfolio, value $1,952,055.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 58,952 shares
    • OneAscent Wealth Management LLC: 12,213 shares

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

  4. period ended2025-09-30
    13F/A 56,600 shares
    Change vs previous 13F -18,677 shares

    0.14% of the 13F portfolio, value $1,545,189.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 42,740 shares
    • OneAscent Wealth Management LLC: 13,860 shares

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

  5. period ended2025-06-30
    13F 75,277 shares
    Change vs previous 13F -54,306 shares

    0.12% of the 13F portfolio, value $2,010,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 60,660 shares
    • OneAscent Wealth Management LLC: 14,617 shares

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

  6. period ended2025-03-31
    13F 129,583 shares
    Change vs previous 13F +60,054 shares

    0.21% of the 13F portfolio, value $3,618,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 112,482 shares
    • OneAscent Wealth Management LLC: 17,101 shares

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

  7. period ended2024-12-31
    13F 69,529 shares
    Change vs previous 13F +61,556 shares

    0.13% of the 13F portfolio, value $1,899,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 49,832 shares
    • OneAscent Wealth Management LLC: 19,697 shares

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

  8. period ended2024-09-30
    13F 7,973 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $674,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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