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SageView Advisory Group, LLC: SCHG position timeline

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

SageView Advisory Group, LLC held 51,242 SCHG 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 51,242 shares
    Change vs previous 13F -461 shares

    0.06% of the 13F portfolio, value $1,734,040.

    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 51,703 shares
    Change vs previous 13F +207 shares

    0.06% of the 13F portfolio, value $1,506,119.

    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 51,496 shares
    Change vs previous 13F +2,012 shares

    0.06% of the 13F portfolio, value $1,679,798.

    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 49,484 shares
    Change vs previous 13F -1,097 shares

    0.05% of the 13F portfolio, value $1,579,044.

    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 50,581 shares
    Change vs previous 13F +786 shares

    0.06% of the 13F portfolio, value $1,532,604.

    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 49,795 shares
    Change vs previous 13F +279 shares

    0.05% of the 13F portfolio, value $1,246,866.

    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 49,516 shares
    Change vs previous 13F +37,304 shares

    0.06% of the 13F portfolio, value $1,380,007.

    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 12,212 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,272,210.

    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).