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Mutual Advisors, LLC: SCHG position timeline

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

Mutual Advisors, LLC held 724,892 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 724,892 shares
    Change vs previous 13F +3,734 shares

    0.46% of the 13F portfolio, value $24,530,332.

    13F-HR 0001986152-26-000154 filed by Mutual 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 721,158 shares
    Change vs previous 13F +6,464 shares

    0.45% of the 13F portfolio, value $21,007,342.

    13F-HR 0001986152-26-000054 filed by Mutual 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 714,694 shares
    Change vs previous 13F -16,508 shares

    0.5% of the 13F portfolio, value $23,313,322.

    13F-HR 0001986152-26-000005 filed by Mutual 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 731,202 shares
    Change vs previous 13F -6,301 shares

    0.52% of the 13F portfolio, value $23,647,084.

    13F-HR 0001986152-25-000100 filed by Mutual 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 737,503 shares
    Change vs previous 13F +11,829 shares

    0.56% of the 13F portfolio, value $22,279,954.

    13F-HR 0001986152-25-000050 filed by Mutual 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 725,674 shares
    Change vs previous 13F +79,446 shares

    0.53% of the 13F portfolio, value $18,345,048.

    13F-HR 0001986152-25-000037 filed by Mutual 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 646,228 shares
    Change vs previous 13F +6,687 shares

    0.52% of the 13F portfolio, value $18,042,690.

    13F-HR 0001986152-25-000002 filed by Mutual 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 639,541 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $16,909,460.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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