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SageView Advisory Group, LLC: SCHC position timeline

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

SageView Advisory Group, LLC held 1,703,083 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,703,083 shares
    Change vs previous 13F -78,006 shares

    2.69% of the 13F portfolio, value $81,952,338.

    13F-HR 0001172661-26-003218 filed by SageView Advisory Group, 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 1,781,089 shares
    Change vs previous 13F +26,980 shares

    3.04% of the 13F portfolio, value $83,248,110.

    13F-HR 0001172661-26-003214 filed by SageView Advisory Group, 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 1,754,109 shares
    Change vs previous 13F -161,147 shares

    2.7% of the 13F portfolio, value $79,864,593.

    13F-HR 0001914558-26-000002 filed by SageView Advisory Group, 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 1,915,256 shares
    Change vs previous 13F -9,950 shares

    3.01% of the 13F portfolio, value $87,163,334.

    13F-HR 0001172661-25-004748 filed by SageView Advisory Group, 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 1,925,206 shares
    Change vs previous 13F +130,245 shares

    3.13% of the 13F portfolio, value $82,706,857.

    13F-HR 0001172661-25-003226 filed by SageView Advisory Group, 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 1,794,961 shares
    Change vs previous 13F +130,557 shares

    2.75% of the 13F portfolio, value $64,403,215.

    13F-HR 0001172661-25-002419 filed by SageView Advisory Group, 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 1,664,404 shares
    Change vs previous 13F +403,382 shares

    2.46% of the 13F portfolio, value $57,138,996.

    13F-HR 0001172661-25-000782 filed by SageView Advisory Group, 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 1,261,022 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $48,587,187.

    13F-HR 0001172661-24-005134 filed by SageView Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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