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Disclosery

Optivise Advisory Services LLC: SCHG position timeline

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

Optivise Advisory Services LLC held 49,918 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,918 shares
    Change vs previous 13F +1,148 shares

    0.86% of the 13F portfolio, value $1,689,222.

    13F-HR 0002042876-26-000003 filed by Optivise 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 48,770 shares
    Change vs previous 13F +1,611 shares

    0.86% of the 13F portfolio, value $1,420,657.

    13F-HR 0002042876-26-000002 filed by Optivise 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 47,159 shares
    Change vs previous 13F -2,963 shares

    0.89% of the 13F portfolio, value $1,538,334.

    13F-HR 0002042876-26-000001 filed by Optivise 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 50,122 shares
    Change vs previous 13F +650 shares

    0.95% of the 13F portfolio, value $1,599,393.

    13F-HR 0002042876-25-000006 filed by Optivise 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 49,472 shares
    Change vs previous 13F +631 shares

    0.74% of the 13F portfolio, value $1,445,077.

    13F-HR 0002042876-25-000003 filed by Optivise 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 48,841 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $1,222,979.

    13F-HR 0002042876-25-000002 filed by Optivise Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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