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Savvy Advisors, Inc.: SCHR position timeline

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

Savvy Advisors, Inc. held 379,058 SCHR 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 379,058 shares
    Change vs previous 13F +30,452 shares

    0.2% of the 13F portfolio, value $9,347,581.

    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 348,606 shares
    Change vs previous 13F +181,654 shares

    0.23% of the 13F portfolio, value $8,683,766.

    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 166,952 shares
    Change vs previous 13F +32,987 shares

    0.14% of the 13F portfolio, value $4,187,158.

    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 133,965 shares
    Change vs previous 13F +68,229 shares

    0.15% of the 13F portfolio, value $3,366,535.

    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 65,736 shares
    Change vs previous 13F -5,119 shares

    0.11% of the 13F portfolio, value $1,645,384.

    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 70,855 shares
    Change vs previous 13F +9,143 shares

    0.18% of the 13F portfolio, value $1,761,453.

    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 61,712 shares
    Change vs previous 13F +20,175 shares

    0.18% of the 13F portfolio, value $1,498,995.

    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 41,537 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,101,774.

    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).