Skip to content
Disclosery

Arkadios Wealth Advisors: SCHG position timeline

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

Arkadios Wealth Advisors held 336,850 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,850 shares
    Change vs previous 13F +74,034 shares

    0.18% of the 13F portfolio, value $11,398,988.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 262,816 shares
    Change vs previous 13F +72,929 shares

    0.13% of the 13F portfolio, value $7,655,823.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 189,887 shares
    Change vs previous 13F +7,877 shares

    0.12% of the 13F portfolio, value $6,194,103.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 182,010 shares
    Change vs previous 13F -10,413 shares

    0.14% of the 13F portfolio, value $5,807,955.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 192,423 shares
    Change vs previous 13F +99,103 shares

    0.17% of the 13F portfolio, value $5,620,677.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 93,320 shares
    Change vs previous 13F +21,173 shares

    0.09% of the 13F portfolio, value $2,336,727.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 72,147 shares
    Change vs previous 13F +53,941 shares

    0.11% of the 13F portfolio, value $2,010,727.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 18,206 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,896,698.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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