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Archvest Wealth Advisors, Inc.: SCHG position timeline

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

Archvest Wealth Advisors, Inc. held 9,255 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,255 shares
    Change vs previous 13F -9,388 shares

    0.18% of the 13F portfolio, value $313,189.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth 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 18,643 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $543,071.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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