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Advisors Capital Management, LLC: SCHG position timeline

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

Advisors Capital Management, LLC held 1,146,347 SCHG 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 1,146,347 shares
    Change vs previous 13F +170,035 shares

    0.41% of the 13F portfolio, value $38,792,412.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
    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 976,312 shares
    Change vs previous 13F +289,292 shares

    0.33% of the 13F portfolio, value $28,439,985.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 687,020 shares
    Change vs previous 13F +128,946 shares

    0.26% of the 13F portfolio, value $22,410,593.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 558,074 shares
    Change vs previous 13F +134,888 shares

    0.22% of the 13F portfolio, value $17,808,160.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 423,186 shares
    Change vs previous 13F +196,861 shares

    0.17% of the 13F portfolio, value $12,361,288.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, 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 226,325 shares
    Change vs previous 13F +181,945 shares

    0.09% of the 13F portfolio, value $5,667,179.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 44,380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,236,871.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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