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Virtus Investment Advisers, LLC: SCHD position timeline

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

Virtus Investment Advisers, LLC held 0 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 0 shares
    Change vs previous 13F -56 shares

    13F-HR 0001587281-26-000015 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 56 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $1,718.

    13F-HR 0001587281-26-000011 filed by VIRTUS ADVISERS, LLC
    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 50 shares
    Change vs previous 13F -34 shares

    <0.01% of the 13F portfolio, value $1,372.

    13F-HR 0001587281-26-000008 filed by VIRTUS ADVISERS, LLC
    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/A 84 shares
    Change vs previous 13F +14 shares

    <0.01% of the 13F portfolio, value $2,293.

    13F-HR/A 0001587281-26-000006 filed by VIRTUS ADVISERS, LLC
    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/A 70 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $1,855.

    13F-HR/A 0001587281-26-000004 filed by VIRTUS ADVISERS, LLC
    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/A 88 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,460.

    13F-HR/A 0001587281-26-000002 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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