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Disclosery

HBW ADVISORY SERVICES LLC: SCHG position timeline

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

HBW ADVISORY SERVICES LLC held 403,078 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 403,078 shares
    Change vs previous 13F +37,763 shares

    1.23% of the 13F portfolio, value $13,640,152.

    13F-HR 0001790525-26-000003 filed by HBW ADVISORY SERVICES 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 365,315 shares
    Change vs previous 13F +50,411 shares

    1.12% of the 13F portfolio, value $10,641,623.

    13F-HR 0001790525-26-000002 filed by HBW ADVISORY SERVICES 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 314,904 shares
    Change vs previous 13F +97,647 shares

    1.12% of the 13F portfolio, value $10,272,152.

    13F-HR 0001790525-26-000001 filed by HBW ADVISORY SERVICES 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 217,257 shares
    Change vs previous 13F +66,988 shares

    0.78% of the 13F portfolio, value $6,932,662.

    13F-HR 0001790525-25-000006 filed by HBW ADVISORY SERVICES 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 150,269 shares
    Change vs previous 13F +85,515 shares

    0.54% of the 13F portfolio, value $4,389,366.

    13F-HR 0001790525-25-000004 filed by HBW ADVISORY SERVICES 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 64,754 shares
    Change vs previous 13F +1,424 shares

    0.23% of the 13F portfolio, value $1,621,429.

    13F-HR 0001790525-25-000003 filed by HBW ADVISORY SERVICES 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 63,330 shares
    Change vs previous 13F +57,268 shares

    0.18% of the 13F portfolio, value $1,764,999.

    13F-HR 0001790525-25-000001 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 6,062 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $631,499.

    13F-HR 0001790525-24-000005 filed by HBW ADVISORY SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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