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NewEdge Advisors, LLC: SCHH position timeline

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

NewEdge Advisors, LLC held 50,346 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,346 shares
    Change vs previous 13F +1,016 shares

    <0.01% of the 13F portfolio, value $1,192,194.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 49,330 shares
    Change vs previous 13F -1,223 shares

    <0.01% of the 13F portfolio, value $1,060,106.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 50,553 shares
    Change vs previous 13F +49,670 shares

    <0.01% of the 13F portfolio, value $1,056,053.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 883 shares
    Change vs previous 13F -458 shares

    <0.01% of the 13F portfolio, value $19,039.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 1,341 shares
    Change vs previous 13F +17 shares

    <0.01% of the 13F portfolio, value $28,375.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 1,324 shares
    Change vs previous 13F +1,004 shares

    <0.01% of the 13F portfolio, value $28,485.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 320 shares
    Change vs previous 13F -149 shares

    <0.01% of the 13F portfolio, value $6,735.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 469 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,860.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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