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Disclosery

IFS Advisors, LLC: SCHG position timeline

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

IFS Advisors, LLC held 501,330 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 501,330 shares
    Change vs previous 13F +1,249 shares

    8.12% of the 13F portfolio, value $16,965,033.

    13F-HR 0001765617-26-000005 filed by IFS 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 500,081 shares
    Change vs previous 13F +19,568 shares

    7.51% of the 13F portfolio, value $14,567,365.

    13F-HR 0001765617-26-000004 filed by IFS 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 480,513 shares
    Change vs previous 13F +86,058 shares

    8.14% of the 13F portfolio, value $15,674,357.

    13F-HR 0001765617-26-000002 filed by IFS 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 394,455 shares
    Change vs previous 13F -7,805 shares

    7.37% of the 13F portfolio, value $12,587,084.

    13F-HR 0001765617-25-000010 filed by IFS 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 402,260 shares
    Change vs previous 13F not available

    8.89% of the 13F portfolio, value $11,750,031.

    13F-HR 0001765617-25-000007 filed by IFS Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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