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Disclosery

Financial Advocates Investment Management: SCHG position timeline

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

Financial Advocates Investment Management held 13,794 SCHG shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 13,794 shares
    Change vs previous 13F -69,016 shares

    0.25% of the 13F portfolio, value $440,154.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    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 82,810 shares
    Change vs previous 13F -27,629 shares

    0.2% of the 13F portfolio, value $2,453,732.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    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 110,439 shares
    Change vs previous 13F -29,801 shares

    0.19% of the 13F portfolio, value $2,765,385.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    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 140,240 shares
    Change vs previous 13F +106,870 shares

    0.22% of the 13F portfolio, value $3,908,498.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    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 33,370 shares
    Change vs previous 13F -3,083 shares

    0.2% of the 13F portfolio, value $3,451,627.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    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 36,453 shares
    Change vs previous 13F -234 shares

    0.23% of the 13F portfolio, value $3,675,967.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    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 36,687 shares
    Change vs previous 13F -22,134 shares

    0.19% of the 13F portfolio, value $3,260,970.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    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 58,821 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $4,795,828.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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