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Disclosery

Ally Invest Advisors Inc.: SCHG position timeline

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

Ally Invest Advisors Inc. held 934,561 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 934,561 shares
    Change vs previous 13F +17,169 shares

    1.91% of the 13F portfolio, value $31,625,549.

    13F-HR 0001706013-26-000007 filed by Ally Invest Advisors Inc.
    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 917,392 shares
    Change vs previous 13F +26,268 shares

    1.8% of the 13F portfolio, value $26,723,618.

    13F-HR 0001706013-26-000004 filed by Ally Invest Advisors Inc.
    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 891,124 shares
    Change vs previous 13F -674 shares

    2.01% of the 13F portfolio, value $29,068,455.

    13F-HR 0001706013-26-000002 filed by Ally Invest Advisors Inc.
    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 891,798 shares
    Change vs previous 13F +73,538 shares

    2.04% of the 13F portfolio, value $28,457,265.

    13F-HR 0001706013-25-000009 filed by Ally Invest Advisors Inc.
    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 818,260 shares
    Change vs previous 13F +17,462 shares

    1.86% of the 13F portfolio, value $23,901,380.

    13F-HR 0001706013-25-000007 filed by Ally Invest Advisors Inc.
    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 800,798 shares
    Change vs previous 13F +66,488 shares

    1.72% of the 13F portfolio, value $20,051,977.

    13F-HR 0001706013-25-000004 filed by Ally Invest Advisors Inc.
    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 734,310 shares
    Change vs previous 13F +572,105 shares

    1.77% of the 13F portfolio, value $20,465,206.

    13F-HR 0001706013-25-000002 filed by Ally Invest Advisors Inc.
    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 162,205 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $16,898,550.

    13F-HR 0001706013-24-000008 filed by Ally Invest Advisors Inc.
    Filed (acceptance time not in the bulk data set), ingested

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