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Savvy Advisors, Inc.: SCHE position timeline

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

Savvy Advisors, Inc. held 34,667 SCHE 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 34,667 shares
    Change vs previous 13F -1,062 shares

    0.03% of the 13F portfolio, value $1,257,022.

    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 35,729 shares
    Change vs previous 13F +1,331 shares

    0.03% of the 13F portfolio, value $1,177,273.

    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 34,398 shares
    Change vs previous 13F +3,804 shares

    0.04% of the 13F portfolio, value $1,126,519.

    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 30,594 shares
    Change vs previous 13F +4,254 shares

    0.05% of the 13F portfolio, value $1,020,911.

    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 26,340 shares
    Change vs previous 13F +5,511 shares

    0.05% of the 13F portfolio, value $793,901.

    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 20,829 shares
    Change vs previous 13F +1,019 shares

    0.06% of the 13F portfolio, value $574,252.

    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 19,810 shares
    Change vs previous 13F +3,293 shares

    0.06% of the 13F portfolio, value $527,546.

    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 16,517 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $481,974.

    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).