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Scott Capital Advisors, LLC: SCHG position timeline

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

Scott Capital Advisors, LLC held 80,667 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 80,667 shares
    Change vs previous 13F -10,110 shares

    0.43% of the 13F portfolio, value $2,974,176.

    13F-HR 0001085146-26-000886 filed by Scott Capital Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 90,777 shares
    Change vs previous 13F +464 shares

    0.48% of the 13F portfolio, value $3,071,901.

    13F-HR 0001905673-26-000003 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 90,313 shares
    Change vs previous 13F +1,644 shares

    0.56% of the 13F portfolio, value $2,755,462.

    13F-HR 0001905673-26-000002 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 88,669 shares
    Change vs previous 13F +420 shares

    0.64% of the 13F portfolio, value $2,892,377.

    13F-HR 0001905673-26-000001 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 88,249 shares
    Change vs previous 13F -737 shares

    0.65% of the 13F portfolio, value $2,869,850.

    13F-HR 0001905673-25-000003 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 88,986 shares
    Change vs previous 13F +58 shares

    0.71% of the 13F portfolio, value $2,619,757.

    13F-HR 0001085146-25-003768 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 88,928 shares
    Change vs previous 13F +64 shares

    0.66% of the 13F portfolio, value $2,226,763.

    13F-HR 0001085146-25-002138 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 88,864 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,455,299.

    13F-HR 0001085146-25-000256 filed by Scott Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).