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FC Advisory LLC: SCHG position timeline

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

FC Advisory LLC held 107,439 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 107,439 shares
    Change vs previous 13F -985 shares

    1.01% of the 13F portfolio, value $3,860,278.

    13F-HR 0001683754-26-000005 filed by FC Advisory LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 108,424 shares
    Change vs previous 13F +2,588 shares

    0.97% of the 13F portfolio, value $3,669,083.

    13F-HR 0001683754-26-000003 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 105,836 shares
    Change vs previous 13F -1,598 shares

    0.9% of the 13F portfolio, value $3,083,001.

    13F-HR 0001683754-26-000002 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 107,434 shares
    Change vs previous 13F -2,607 shares

    1.01% of the 13F portfolio, value $3,504,493.

    13F-HR 0001683754-26-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 110,041 shares
    Change vs previous 13F +525 shares

    1.03% of the 13F portfolio, value $3,511,419.

    13F-HR 0001683754-25-000007 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 109,516 shares
    Change vs previous 13F +22,509 shares

    0.99% of the 13F portfolio, value $3,198,950.

    13F-HR 0001683754-25-000005 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 87,007 shares
    Change vs previous 13F -340 shares

    0.74% of the 13F portfolio, value $2,178,659.

    13F-HR 0001683754-25-000002 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 87,347 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,434,357.

    13F-HR 0001683754-25-000001 filed by FC Advisory LLC
    Filed (acceptance time not in the bulk data set), ingested

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