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LifeGuide Financial Advisors, LLC: SCHP position timeline

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

LifeGuide Financial Advisors, LLC held 2,072,506 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,072,506 shares
    Change vs previous 13F +130,968 shares

    15.64% of the 13F portfolio, value $54,921,397.

    13F-HR 0001951757-26-000965 filed by LifeGuide Financial 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 1,941,538 shares
    Change vs previous 13F +104,230 shares

    16.52% of the 13F portfolio, value $51,664,331.

    13F-HR 0001951757-26-000552 filed by LifeGuide Financial 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 1,837,308 shares
    Change vs previous 13F +154,957 shares

    16.14% of the 13F portfolio, value $48,651,914.

    13F-HR 0001951757-26-000002 filed by LifeGuide Financial 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 1,682,351 shares
    Change vs previous 13F +2,357 shares

    16.46% of the 13F portfolio, value $44,700,064.

    13F-HR 0001951757-25-001177 filed by LifeGuide Financial 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 1,679,994 shares
    Change vs previous 13F +49,380 shares

    16.54% of the 13F portfolio, value $44,822,242.

    13F-HR 0001951757-25-000884 filed by LifeGuide Financial Advisors, 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 1,630,614 shares
    Change vs previous 13F +62,993 shares

    17.89% of the 13F portfolio, value $43,847,201.

    13F-HR 0001951757-25-000314 filed by LifeGuide Financial Advisors, 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 1,567,621 shares
    Change vs previous 13F +823,329 shares

    17.37% of the 13F portfolio, value $40,491,661.

    13F-HR 0001951757-25-000068 filed by LifeGuide Financial Advisors, LLC
    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 744,292 shares
    Change vs previous 13F not available

    17.03% of the 13F portfolio, value $39,916,359.

    13F-HR 0001951757-24-000982 filed by LifeGuide Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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