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Savvy Advisors, Inc.: SCHP position timeline

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

Savvy Advisors, Inc. held 110,536 SCHP 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 110,536 shares
    Change vs previous 13F -6,819 shares

    0.06% of the 13F portfolio, value $2,929,194.

    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 117,355 shares
    Change vs previous 13F -6,406 shares

    0.08% of the 13F portfolio, value $3,122,824.

    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 123,761 shares
    Change vs previous 13F +103,434 shares

    0.11% of the 13F portfolio, value $3,278,434.

    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 20,327 shares
    Change vs previous 13F +6,445 shares

    0.03% of the 13F portfolio, value $547,820.

    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 13,882 shares
    Change vs previous 13F +767 shares

    0.02% of the 13F portfolio, value $370,379.

    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 13,115 shares
    Change vs previous 13F -14,005 shares

    0.04% of the 13F portfolio, value $352,675.

    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 27,120 shares
    Change vs previous 13F +17,501 shares

    0.08% of the 13F portfolio, value $700,506.

    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 9,619 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $515,869.

    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).