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KEYVANTAGE WEALTH, LLC: SCHG position timeline

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

KEYVANTAGE WEALTH, LLC held 272,139 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 272,139 shares
    Change vs previous 13F -5,635 shares

    3.48% of the 13F portfolio, value $9,209,184.

    13F-HR 0001765380-26-000335 filed by KEYVANTAGE WEALTH, 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 277,774 shares
    Change vs previous 13F -17,470 shares

    3.57% of the 13F portfolio, value $8,091,554.

    13F-HR 0001765380-26-000153 filed by KEYVANTAGE WEALTH, 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 295,244 shares
    Change vs previous 13F -31,053 shares

    4.12% of the 13F portfolio, value $9,630,867.

    13F-HR 0001765380-26-000084 filed by KEYVANTAGE WEALTH, 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 326,297 shares
    Change vs previous 13F -16,529 shares

    4.37% of the 13F portfolio, value $10,412,129.

    13F-HR 0001765380-25-000448 filed by KEYVANTAGE WEALTH, 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 342,826 shares
    Change vs previous 13F -5,469 shares

    4.49% of the 13F portfolio, value $10,013,947.

    13F-HR 0001765380-25-000319 filed by KEYVANTAGE WEALTH, 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 348,295 shares
    Change vs previous 13F -55,634 shares

    4.24% of the 13F portfolio, value $8,721,312.

    13F-HR 0001765380-25-000182 filed by KEYVANTAGE WEALTH, 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 403,929 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $11,257,500.

    13F-HR 0001765380-25-000113 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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