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Savvy Advisors, Inc.: SCHA position timeline

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

Savvy Advisors, Inc. held 80,834 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,834 shares
    Change vs previous 13F -3,664 shares

    0.06% of the 13F portfolio, value $2,920,523.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 84,498 shares
    Change vs previous 13F +2,068 shares

    0.07% of the 13F portfolio, value $2,457,193.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 82,430 shares
    Change vs previous 13F +1,938 shares

    0.08% of the 13F portfolio, value $2,347,600.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 80,492 shares
    Change vs previous 13F +9,641 shares

    0.1% of the 13F portfolio, value $2,245,720.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 70,851 shares
    Change vs previous 13F +4,242 shares

    0.12% of the 13F portfolio, value $1,792,541.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 66,609 shares
    Change vs previous 13F +2,807 shares

    0.16% of the 13F portfolio, value $1,560,660.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 63,802 shares
    Change vs previous 13F +32,914 shares

    0.2% of the 13F portfolio, value $1,649,932.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 30,888 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,590,731.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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