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Disclosery

Advisory Alpha, LLC: SCHG position timeline

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

Advisory Alpha, LLC held 76,995 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 76,995 shares
    Change vs previous 13F -58,088 shares

    0.06% of the 13F portfolio, value $2,605,602.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, 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 135,083 shares
    Change vs previous 13F -2,242 shares

    0.11% of the 13F portfolio, value $3,935,023.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 137,325 shares
    Change vs previous 13F -1,545 shares

    0.12% of the 13F portfolio, value $4,479,702.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, 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 138,870 shares
    Change vs previous 13F +5,718 shares

    0.12% of the 13F portfolio, value $4,468,892.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, 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 133,152 shares
    Change vs previous 13F -1,132 shares

    0.12% of the 13F portfolio, value $3,889,371.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, 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 134,284 shares
    Change vs previous 13F +14,615 shares

    0.11% of the 13F portfolio, value $3,362,469.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, 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 119,669 shares
    Change vs previous 13F +87,231 shares

    0.12% of the 13F portfolio, value $3,335,180.

    13F-HR 0001085146-25-000310 filed by Advisory Alpha, LLC
    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 32,438 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,379,621.

    13F-HR 0001085146-24-005493 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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