Skip to content
Disclosery

Advisory Services & Investments, LLC: SCHG position timeline

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

Advisory Services & Investments, LLC held 88,263 SCHG shares at 2024-09-30 per its 13F-HR filed 2024-11-12.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 88,263 shares
    Change vs previous 13F -8,432 shares

    6.26% of the 13F portfolio, value $9,195,275.

    13F-HR 0001754960-24-000565 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 96,695 shares
    Change vs previous 13F -3,143 shares

    6.78% of the 13F portfolio, value $9,750,759.

    13F-HR 0001754960-24-000384 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 99,838 shares
    Change vs previous 13F -9,811 shares

    6.39% of the 13F portfolio, value $9,257,012.

    13F-HR 0001754960-24-000151 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 109,649 shares
    Change vs previous 13F +612 shares

    6.71% of the 13F portfolio, value $9,096,489.

    13F-HR 0001754960-24-000083 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 109,037 shares
    Change vs previous 13F +694 shares

    6.97% of the 13F portfolio, value $7,929,202.

    13F-HR 0001754960-23-000264 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 108,343 shares
    Change vs previous 13F +6,686 shares

    6.71% of the 13F portfolio, value $8,120,309.

    13F-HR 0001754960-23-000225 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 101,657 shares
    Change vs previous 13F +402 shares

    6.01% of the 13F portfolio, value $6,624,960.

    13F-HR 0001754960-23-000130 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 101,255 shares
    Change vs previous 13F not available

    5.6% of the 13F portfolio, value $5,625,733.

    13F-HR 0001754960-23-000068 filed by Advisory Services & Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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