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Disclosery

Financial Advisors, LLC: SCHG position timeline

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

Financial Advisors, LLC held 2,940,881 SCHG shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,940,881 shares
    Change vs previous 13F -104,337 shares

    16.63% of the 13F portfolio, value $93,843,513.

    13F-HR 0001951757-25-001314 filed by Financial 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 ended2025-06-30
    13F 3,045,218 shares
    Change vs previous 13F -57,510 shares

    16.57% of the 13F portfolio, value $88,950,821.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 3,102,728 shares
    Change vs previous 13F -85,137 shares

    15.33% of the 13F portfolio, value $77,692,315.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 3,187,865 shares
    Change vs previous 13F +2,359,538 shares

    17.04% of the 13F portfolio, value $88,845,789.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 828,327 shares
    Change vs previous 13F -19,736 shares

    16.44% of the 13F portfolio, value $86,295,135.

    13F-HR 0001951757-24-001057 filed by Financial 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 ended2024-06-30
    13F 848,063 shares
    Change vs previous 13F -22,594 shares

    17.49% of the 13F portfolio, value $85,518,703.

    13F-HR 0001951757-24-000513 filed by Financial 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 ended2024-03-31
    13F 870,657 shares
    Change vs previous 13F -33,319 shares

    16.71% of the 13F portfolio, value $80,727,283.

    13F-HR 0001951757-24-000438 filed by Financial 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 ended2023-12-31
    13F 903,976 shares
    Change vs previous 13F not available

    16.81% of the 13F portfolio, value $74,993,814.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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