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Independent Advisor Alliance: SCHG position timeline

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

Independent Advisor Alliance held 111,519 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,519 shares
    Change vs previous 13F -635,738 shares

    0.09% of the 13F portfolio, value $3,773,787.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 747,257 shares
    Change vs previous 13F +566,148 shares

    0.23% of the 13F portfolio, value $21,767,603.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 181,109 shares
    Change vs previous 13F +65,918 shares

    0.14% of the 13F portfolio, value $5,907,783.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 115,191 shares
    Change vs previous 13F -964 shares

    0.1% of the 13F portfolio, value $3,675,747.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 116,155 shares
    Change vs previous 13F -5,570 shares

    0.1% of the 13F portfolio, value $3,392,878.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 121,725 shares
    Change vs previous 13F -847,801 shares

    0.1% of the 13F portfolio, value $3,047,996.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 969,526 shares
    Change vs previous 13F +937,951 shares

    0.36% of the 13F portfolio, value $27,020,708.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 31,575 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $3,289,498.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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