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RTD Financial Advisors, Inc.: SCHG position timeline

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

RTD Financial Advisors, Inc. held 149,487 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 149,487 shares
    Change vs previous 13F -2,359 shares

    0.59% of the 13F portfolio, value $5,371,062.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 151,846 shares
    Change vs previous 13F -1,188 shares

    0.56% of the 13F portfolio, value $5,138,456.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 153,034 shares
    Change vs previous 13F -4,026 shares

    0.55% of the 13F portfolio, value $4,457,887.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 157,060 shares
    Change vs previous 13F -7,131 shares

    0.63% of the 13F portfolio, value $5,123,303.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 164,191 shares
    Change vs previous 13F -1,516 shares

    0.63% of the 13F portfolio, value $5,239,324.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 165,707 shares
    Change vs previous 13F -6,434 shares

    0.62% of the 13F portfolio, value $4,840,314.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 172,141 shares
    Change vs previous 13F -42,551 shares

    0.58% of the 13F portfolio, value $4,310,414.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 214,692 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $5,983,467.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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