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Advisory Resource Group: SCHF position timeline

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

Advisory Resource Group held 40,860 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,860 shares
    Change vs previous 13F +13,536 shares

    0.17% of the 13F portfolio, value $1,131,824.

    13F-HR 0001172661-26-002609 filed by Advisory Resource Group
    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 27,324 shares
    Change vs previous 13F -564 shares

    0.12% of the 13F portfolio, value $676,262.

    13F-HR 0001172661-26-002019 filed by Advisory Resource Group
    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 27,888 shares
    Change vs previous 13F +15,671 shares

    0.12% of the 13F portfolio, value $670,421.

    13F-HR 0001172661-26-000637 filed by Advisory Resource Group
    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 12,217 shares
    Change vs previous 13F +142 shares

    0.05% of the 13F portfolio, value $284,423.

    13F-HR 0001172661-25-004375 filed by Advisory Resource Group
    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 12,075 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $266,861.

    13F-HR 0001172661-25-002969 filed by Advisory Resource Group
    Filed (acceptance time not in the bulk data set), ingested

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