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Disclosery

N.E.W. Advisory Services LLC: SCHG position timeline

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

N.E.W. Advisory Services LLC held 318,535 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 318,535 shares
    Change vs previous 13F -2,385 shares

    0.72% of the 13F portfolio, value $10,779,208.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 320,920 shares
    Change vs previous 13F -314,011 shares

    0.7% of the 13F portfolio, value $9,348,399.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 634,931 shares
    Change vs previous 13F +527,534 shares

    1.53% of the 13F portfolio, value $20,711,449.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 107,397 shares
    Change vs previous 13F +49,220 shares

    0.31% of the 13F portfolio, value $3,427,027.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 58,177 shares
    Change vs previous 13F -408,923 shares

    0.16% of the 13F portfolio, value $1,699,358.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 467,100 shares
    Change vs previous 13F +245,730 shares

    0.9% of the 13F portfolio, value $11,696,184.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services 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 221,370 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $6,169,581.

    13F-HR 0001085146-25-000454 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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