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Genesee Capital Advisors, LLC: SCHG position timeline

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

Genesee Capital Advisors, LLC held 523,577 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 523,577 shares
    Change vs previous 13F +471,154 shares

    5.58% of the 13F portfolio, value $17,717,835.

    13F-HR 0001951757-26-001110 filed by Genesee Capital 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 52,423 shares
    Change vs previous 13F +86 shares

    0.64% of the 13F portfolio, value $1,527,080.

    13F-HR 0001951757-26-000693 filed by Genesee Capital 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 52,337 shares
    Change vs previous 13F +27,916 shares

    0.69% of the 13F portfolio, value $1,707,247.

    13F-HR 0001951757-26-000194 filed by Genesee Capital 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 24,421 shares
    Change vs previous 13F -1,984 shares

    0.34% of the 13F portfolio, value $779,278.

    13F-HR 0001951757-25-001255 filed by Genesee Capital 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 26,405 shares
    Change vs previous 13F +25 shares

    0.35% of the 13F portfolio, value $771,290.

    13F-HR 0001951757-25-000968 filed by Genesee Capital 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 26,380 shares
    Change vs previous 13F +30 shares

    0.33% of the 13F portfolio, value $660,544.

    13F-HR 0001951757-25-000406 filed by Genesee Capital 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 26,350 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $734,382.

    13F-HR 0001951757-25-000099 filed by Genesee Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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