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Savvy Advisors, Inc.: SCHB position timeline

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

Savvy Advisors, Inc. held 220,998 SCHB 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 220,998 shares
    Change vs previous 13F -1,659 shares

    0.14% of the 13F portfolio, value $6,400,111.

    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 222,657 shares
    Change vs previous 13F -4,753 shares

    0.15% of the 13F portfolio, value $5,588,697.

    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 227,410 shares
    Change vs previous 13F -6,281 shares

    0.19% of the 13F portfolio, value $5,964,959.

    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 233,691 shares
    Change vs previous 13F +8,281 shares

    0.28% of the 13F portfolio, value $6,008,184.

    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 225,410 shares
    Change vs previous 13F +203,096 shares

    0.36% of the 13F portfolio, value $5,371,530.

    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 22,314 shares
    Change vs previous 13F -2,699 shares

    0.05% of the 13F portfolio, value $480,423.

    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 25,013 shares
    Change vs previous 13F +15,004 shares

    0.07% of the 13F portfolio, value $567,792.

    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 10,009 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $665,818.

    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).