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Savvy Advisors, Inc.: SCHO position timeline

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

Savvy Advisors, Inc. held 68,058 SCHO 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 68,058 shares
    Change vs previous 13F +5,274 shares

    0.04% of the 13F portfolio, value $1,642,917.

    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 62,784 shares
    Change vs previous 13F +12,033 shares

    0.04% of the 13F portfolio, value $1,523,773.

    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 50,751 shares
    Change vs previous 13F -3,199 shares

    0.04% of the 13F portfolio, value $1,236,810.

    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 53,950 shares
    Change vs previous 13F +2,243 shares

    0.06% of the 13F portfolio, value $1,316,385.

    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 51,707 shares
    Change vs previous 13F -3,234 shares

    0.08% of the 13F portfolio, value $1,260,627.

    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 54,941 shares
    Change vs previous 13F +2,925 shares

    0.13% of the 13F portfolio, value $1,337,270.

    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 52,016 shares
    Change vs previous 13F +28,878 shares

    0.15% of the 13F portfolio, value $1,251,517.

    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 23,138 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,133,280.

    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).