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Certified Advisory Corp: SCHG position timeline

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

Certified Advisory Corp held 365,708 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,708 shares
    Change vs previous 13F +14,008 shares

    1% of the 13F portfolio, value $12,375,545.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 351,700 shares
    Change vs previous 13F +19,881 shares

    0.92% of the 13F portfolio, value $10,245,025.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 331,819 shares
    Change vs previous 13F +5,206 shares

    0.99% of the 13F portfolio, value $10,823,928.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 326,613 shares
    Change vs previous 13F +5,287 shares

    0.99% of the 13F portfolio, value $10,422,226.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 321,326 shares
    Change vs previous 13F +13,687 shares

    0.98% of the 13F portfolio, value $9,385,924.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 307,639 shares
    Change vs previous 13F +11,982 shares

    0.87% of the 13F portfolio, value $7,703,274.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 295,657 shares
    Change vs previous 13F +224,022 shares

    0.89% of the 13F portfolio, value $8,239,949.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 71,635 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,462,924.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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