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Advance Capital Management, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advance Capital Management, Inc. on SCHG, newest first. How the timeline and the estimate are built.

Advance Capital Management, Inc. held 139,269 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 139,269 shares
    Change vs previous 13F -1,246,963 shares

    0.15% of the 13F portfolio, value $4,712,856.

    13F-HR 0002085853-26-000991 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 1,386,232 shares
    Change vs previous 13F +190,786 shares

    1.53% of the 13F portfolio, value $40,380,950.

    13F-HR 0002085853-26-000517 filed by Advance Capital Management, Inc.
    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 1,195,446 shares
    Change vs previous 13F -56,146 shares

    1.65% of the 13F portfolio, value $38,995,457.

    13F-HR 0001536029-26-000001 filed by Advance Capital Management, Inc.
    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 1,251,592 shares
    Change vs previous 13F +38,902 shares

    1.73% of the 13F portfolio, value $39,938,304.

    13F-HR 0001536029-25-000006 filed by Advance Capital Management, Inc.
    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 1,212,690 shares
    Change vs previous 13F -168,007 shares

    1.61% of the 13F portfolio, value $35,422,689.

    13F-HR 0001536029-25-000004 filed by Advance Capital Management, Inc.
    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 1,380,697 shares
    Change vs previous 13F -374,327 shares

    1.65% of the 13F portfolio, value $34,572,653.

    13F-HR 0001536029-25-000003 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,755,024 shares
    Change vs previous 13F +1,355,787 shares

    2.24% of the 13F portfolio, value $48,912,518.

    13F-HR 0001536029-25-000001 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 399,237 shares
    Change vs previous 13F not available

    1.84% of the 13F portfolio, value $41,592,551.

    13F-HR 0001536029-24-000006 filed by Advance Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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