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Disclosery

SGL Investment Advisors, Inc.: SCHV position timeline

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

SGL Investment Advisors, Inc. held 28,545 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,545 shares
    Change vs previous 13F +6,514 shares

    0.34% of the 13F portfolio, value $995,079.

    13F-HR 0002043186-26-000003 filed by SGL Investment 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 22,031 shares
    Change vs previous 13F +5,990 shares

    0.27% of the 13F portfolio, value $724,159.

    13F-HR 0002043186-26-000002 filed by SGL Investment 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 16,041 shares
    Change vs previous 13F +1,674 shares

    0.2% of the 13F portfolio, value $503,848.

    13F-HR 0002043186-26-000001 filed by SGL Investment 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 14,367 shares
    Change vs previous 13F +3,964 shares

    0.17% of the 13F portfolio, value $413,626.

    13F-HR 0002043186-25-000006 filed by SGL Investment 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 10,403 shares
    Change vs previous 13F +1,426 shares

    0.14% of the 13F portfolio, value $290,660.

    13F-HR 0002043186-25-000004 filed by SGL Investment 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 8,977 shares
    Change vs previous 13F +8,977 shares

    0.12% of the 13F portfolio, value $235,197.

    13F-HR 0002043186-25-000003 filed by SGL Investment 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 0 shares
    Change vs previous 13F -7,346 shares

    13F-HR 0002043186-25-000002 filed by SGL Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  8. period ended2024-09-30
    13F 7,346 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $200,179.

    13F-HR 0002043186-24-000004 filed by SGL Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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