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Steward Partners Investment Advisory, LLC: SCHG position timeline

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

Steward Partners Investment Advisory, LLC held 256,233 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 256,233 shares
    Change vs previous 13F +46,682 shares

    0.04% of the 13F portfolio, value $8,670,918.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, LLC
    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 209,551 shares
    Change vs previous 13F -600 shares

    0.03% of the 13F portfolio, value $6,104,212.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, LLC
    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 210,151 shares
    Change vs previous 13F -256 shares

    0.04% of the 13F portfolio, value $6,855,111.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 210,407 shares
    Change vs previous 13F +12,452 shares

    0.04% of the 13F portfolio, value $6,714,074.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 197,955 shares
    Change vs previous 13F +43,414 shares

    0.05% of the 13F portfolio, value $5,782,269.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 154,541 shares
    Change vs previous 13F -21,972 shares

    0.03% of the 13F portfolio, value $3,869,706.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, LLC
    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 176,513 shares
    Change vs previous 13F +132,542 shares

    0.04% of the 13F portfolio, value $4,919,428.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 43,971 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,580,928.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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