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Disclosery

RFG Advisory, LLC: SCHG position timeline

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

RFG Advisory, LLC held 209,648 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 209,648 shares
    Change vs previous 13F -25,957 shares

    0.11% of the 13F portfolio, value $7,094,473.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 235,605 shares
    Change vs previous 13F -50,388 shares

    0.13% of the 13F portfolio, value $6,863,163.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 285,993 shares
    Change vs previous 13F +30,162 shares

    0.18% of the 13F portfolio, value $9,329,101.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 255,831 shares
    Change vs previous 13F -124,083 shares

    0.17% of the 13F portfolio, value $8,163,555.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 379,914 shares
    Change vs previous 13F -30,529 shares

    0.26% of the 13F portfolio, value $11,097,299.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 410,443 shares
    Change vs previous 13F -20,748 shares

    0.28% of the 13F portfolio, value $10,277,504.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 431,191 shares
    Change vs previous 13F +330,099 shares

    0.34% of the 13F portfolio, value $12,017,292.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 101,092 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $10,531,805.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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