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Disclosery

Clearstead Advisors, LLC: SCHG position timeline

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

Clearstead Advisors, LLC held 199,782 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,782 shares
    Change vs previous 13F +4,319 shares

    0.06% of the 13F portfolio, value $6,760,642.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
    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 195,463 shares
    Change vs previous 13F -12,970 shares

    0.05% of the 13F portfolio, value $5,693,828.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
    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 208,433 shares
    Change vs previous 13F -3,806 shares

    0.09% of the 13F portfolio, value $6,799,083.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
    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 212,239 shares
    Change vs previous 13F -5,303 shares

    0.1% of the 13F portfolio, value $6,772,565.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, LLC
    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 217,542 shares
    Change vs previous 13F -4,214 shares

    0.09% of the 13F portfolio, value $6,354,403.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, LLC
    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 221,756 shares
    Change vs previous 13F -3,567 shares

    0.09% of the 13F portfolio, value $5,552,768.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, LLC
    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 225,323 shares
    Change vs previous 13F +160,048 shares

    0.1% of the 13F portfolio, value $6,279,750.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, LLC
    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 65,275 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $6,800,354.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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