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AVANTAX ADVISORY SERVICES, INC.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SCHG, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 5,466,642 SCHG shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 5,466,642 shares
    Change vs previous 13F +418,544 shares

    0.88% of the 13F portfolio, value $159,680,600.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 5,048,098 shares
    Change vs previous 13F +916,001 shares

    0.77% of the 13F portfolio, value $126,404,361.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 4,132,097 shares
    Change vs previous 13F +3,288,558 shares

    0.72% of the 13F portfolio, value $115,161,536.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 843,539 shares
    Change vs previous 13F +78,295 shares

    0.58% of the 13F portfolio, value $87,879,888.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 765,244 shares
    Change vs previous 13F +279,302 shares

    0.55% of the 13F portfolio, value $77,167,172.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 485,942 shares
    Change vs previous 13F +108,312 shares

    0.4% of the 13F portfolio, value $45,056,507.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 377,630 shares
    Change vs previous 13F +84,528 shares

    0.31% of the 13F portfolio, value $31,328,182.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 293,102 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $21,314,390.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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