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Savvy Advisors, Inc.: SCHG position timeline

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

Savvy Advisors, Inc. held 3,061,326 SCHG 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 3,061,326 shares
    Change vs previous 13F +198,144 shares

    2.22% of the 13F portfolio, value $103,595,270.

    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 2,863,182 shares
    Change vs previous 13F +492,054 shares

    2.24% of the 13F portfolio, value $83,404,478.

    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 2,371,128 shares
    Change vs previous 13F +734,008 shares

    2.5% of the 13F portfolio, value $77,346,196.

    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 1,637,120 shares
    Change vs previous 13F +428,891 shares

    2.4% of the 13F portfolio, value $52,240,506.

    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 1,208,229 shares
    Change vs previous 13F +309,180 shares

    2.35% of the 13F portfolio, value $35,292,382.

    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 899,049 shares
    Change vs previous 13F +551,134 shares

    2.26% of the 13F portfolio, value $22,512,191.

    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 347,915 shares
    Change vs previous 13F +306,482 shares

    1.17% of the 13F portfolio, value $9,696,400.

    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 41,433 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,316,468.

    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).