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Disclosery

Fiduciary Alliance LLC: SCHG position timeline

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

Fiduciary Alliance LLC held 468,992 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 468,992 shares
    Change vs previous 13F -4,235 shares

    1.27% of the 13F portfolio, value $16,850,891.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 473,227 shares
    Change vs previous 13F -125,421 shares

    1.08% of the 13F portfolio, value $16,014,013.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 598,648 shares
    Change vs previous 13F -73,892 shares

    1.16% of the 13F portfolio, value $19,210,618.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 672,540 shares
    Change vs previous 13F -20,214 shares

    1.43% of the 13F portfolio, value $21,938,247.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 692,754 shares
    Change vs previous 13F +2,626 shares

    1.48% of the 13F portfolio, value $22,105,787.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 690,128 shares
    Change vs previous 13F +231,752 shares

    1.5% of the 13F portfolio, value $20,158,629.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 458,376 shares
    Change vs previous 13F +33,176 shares

    1.13% of the 13F portfolio, value $11,477,739.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 425,200 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $11,850,313.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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