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Advyzon Investment Management, LLC: SCHG position timeline

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

Advyzon Investment Management, LLC held 135,124 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,124 shares
    Change vs previous 13F +1,771 shares

    0.33% of the 13F portfolio, value $4,572,607.

    13F-HR 0001986152-26-000152 filed by Advyzon Investment 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 133,353 shares
    Change vs previous 13F +5,939 shares

    0.35% of the 13F portfolio, value $3,884,573.

    13F-HR 0001986152-26-000082 filed by Advyzon Investment 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 127,414 shares
    Change vs previous 13F +49,400 shares

    0.48% of the 13F portfolio, value $4,156,232.

    13F-HR 0001986152-26-000037 filed by Advyzon Investment 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 78,014 shares
    Change vs previous 13F +29,586 shares

    0.43% of the 13F portfolio, value $2,489,424.

    13F-HR 0002011872-25-000008 filed by Advyzon Investment 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 48,428 shares
    Change vs previous 13F +40,495 shares

    0.31% of the 13F portfolio, value $1,414,588.

    13F-HR 0002011872-25-000007 filed by Advyzon Investment 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 7,933 shares
    Change vs previous 13F -3,078 shares

    0.07% of the 13F portfolio, value $198,642.

    13F-HR 0002011872-25-000004 filed by Advyzon Investment 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 11,011 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $306,887.

    13F-HR 0002011872-25-000001 filed by Advyzon Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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