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Insight Advisors, LLC/ PA: SCHG position timeline

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

Insight Advisors, LLC/ PA held 20,792 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,792 shares
    Change vs previous 13F +1,988 shares

    0.12% of the 13F portfolio, value $703,601.

    13F-HR 0001172661-26-003096 filed by Insight Advisors, LLC/ PA
    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 18,804 shares
    Change vs previous 13F -431 shares

    0.1% of the 13F portfolio, value $547,760.

    13F-HR 0001172661-26-001665 filed by Insight Advisors, LLC/ PA
    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 19,235 shares
    Change vs previous 13F -1,970 shares

    0.1% of the 13F portfolio, value $627,447.

    13F-HR 0001172661-26-000618 filed by Insight Advisors, LLC/ PA
    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 21,205 shares
    Change vs previous 13F -2,244 shares

    0.1% of the 13F portfolio, value $676,698.

    13F-HR 0001172661-25-004670 filed by Insight Advisors, LLC/ PA
    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 23,449 shares
    Change vs previous 13F -9,653 shares

    0.11% of the 13F portfolio, value $684,960.

    13F-HR 0001172661-25-002808 filed by Insight Advisors, LLC/ PA
    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 33,102 shares
    Change vs previous 13F -7,408 shares

    0.15% of the 13F portfolio, value $828,881.

    13F-HR 0001172661-25-001481 filed by Insight Advisors, LLC/ PA
    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 40,510 shares
    Change vs previous 13F +25,739 shares

    0.2% of the 13F portfolio, value $1,139,956.

    13F-HR 0001172661-25-000365 filed by Insight Advisors, LLC/ PA
    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 14,771 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,538,845.

    13F-HR 0001172661-24-004249 filed by Insight Advisors, LLC/ PA
    Filed (acceptance time not in the bulk data set), ingested

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