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IFP Advisors, Inc: SCHG position timeline

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

IFP Advisors, Inc held 937,753 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 937,753 shares
    Change vs previous 13F -13,741 shares

    0.57% of the 13F portfolio, value $31,733,562.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 951,494 shares
    Change vs previous 13F +15,354 shares

    0.57% of the 13F portfolio, value $27,717,020.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 936,140 shares
    Change vs previous 13F -10,934 shares

    0.69% of the 13F portfolio, value $30,536,887.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 947,074 shares
    Change vs previous 13F -1,074 shares

    0.78% of the 13F portfolio, value $30,221,131.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 948,148 shares
    Change vs previous 13F +15,625 shares

    0.79% of the 13F portfolio, value $27,695,528.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 932,523 shares
    Change vs previous 13F +39,437 shares

    0.72% of the 13F portfolio, value $23,350,339.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 893,086 shares
    Change vs previous 13F +674,632 shares

    0.82% of the 13F portfolio, value $24,890,278.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 218,454 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $22,758,522.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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