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Mill Creek Capital Advisors, LLC: SCHG position timeline

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

Mill Creek Capital Advisors, LLC held 199,485 SCHG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 199,485 shares
    Change vs previous 13F +65 shares

    0.12% of the 13F portfolio, value $5,810,998.

    13F-HR 0001964962-26-000003 filed by Mill Creek Capital 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 ended2025-12-31
    13F 199,420 shares
    Change vs previous 13F -52,508 shares

    0.13% of the 13F portfolio, value $6,505,071.

    13F-HR 0001964962-26-000002 filed by Mill Creek Capital 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 ended2025-09-30
    13F 251,928 shares
    Change vs previous 13F +48 shares

    0.17% of the 13F portfolio, value $8,039,021.

    13F-HR 0001964962-25-000005 filed by Mill Creek Capital 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 ended2025-06-30
    13F 251,880 shares
    Change vs previous 13F +123,509 shares

    0.16% of the 13F portfolio, value $7,357,415.

    13F-HR 0001085146-25-004777 filed by Mill Creek Capital 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 ended2025-03-31
    13F 128,371 shares
    Change vs previous 13F -705 shares

    0.08% of the 13F portfolio, value $3,214,401.

    13F-HR 0001135428-25-000019 filed by Mill Creek Capital 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 ended2024-12-31
    13F 129,076 shares
    Change vs previous 13F +96,821 shares

    0.09% of the 13F portfolio, value $3,597,339.

    13F-HR 0001135428-25-000002 filed by Mill Creek Capital 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 ended2024-09-30
    13F 32,255 shares
    Change vs previous 13F +26 shares

    0.08% of the 13F portfolio, value $3,360,377.

    13F-HR 0001135428-24-000279 filed by Mill Creek Capital 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 ended2024-06-30
    13F 32,229 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,249,948.

    13F-HR 0001135428-24-000058 filed by Mill Creek Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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