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Stewardship Advisors, LLC: SCHC position timeline

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

Stewardship Advisors, LLC held 114,576 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,576 shares
    Change vs previous 13F -1,629 shares

    1.15% of the 13F portfolio, value $5,513,421.

    13F-HR 0001733219-26-000004 filed by Stewardship Advisors, 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 116,205 shares
    Change vs previous 13F -34,951 shares

    1.25% of the 13F portfolio, value $5,431,437.

    13F-HR 0001733219-26-000003 filed by Stewardship 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 ended2025-12-31
    13F 151,156 shares
    Change vs previous 13F -485 shares

    1.59% of the 13F portfolio, value $6,882,147.

    13F-HR 0001733219-26-000001 filed by Stewardship 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 ended2025-09-30
    13F 151,641 shares
    Change vs previous 13F -2,865 shares

    1.63% of the 13F portfolio, value $6,901,191.

    13F-HR 0001733219-25-000006 filed by Stewardship 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 ended2025-06-30
    13F 154,506 shares
    Change vs previous 13F -571 shares

    1.67% of the 13F portfolio, value $6,580,398.

    13F-HR 0001733219-25-000004 filed by Stewardship 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 ended2025-03-31
    13F 155,077 shares
    Change vs previous 13F -16,278 shares

    1.5% of the 13F portfolio, value $5,564,163.

    13F-HR 0001733219-25-000003 filed by Stewardship 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 ended2024-12-31
    13F 171,355 shares
    Change vs previous 13F +38,507 shares

    1.63% of the 13F portfolio, value $5,882,617.

    13F-HR 0001733219-25-000001 filed by Stewardship 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 ended2024-09-30
    13F 132,848 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $5,118,633.

    13F-HR 0001733219-24-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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