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Stewardship Advisors, LLC: SCHG position timeline

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

Stewardship Advisors, LLC held 73,365 SCHG 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 73,365 shares
    Change vs previous 13F -1,184 shares

    0.52% of the 13F portfolio, value $2,482,672.

    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 74,549 shares
    Change vs previous 13F +15,741 shares

    0.5% of the 13F portfolio, value $2,171,612.

    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 58,808 shares
    Change vs previous 13F +3 shares

    0.44% of the 13F portfolio, value $1,918,317.

    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 58,805 shares
    Change vs previous 13F -4,740 shares

    0.44% of the 13F portfolio, value $1,876,468.

    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 63,545 shares
    Change vs previous 13F +4,337 shares

    0.47% of the 13F portfolio, value $1,856,149.

    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 59,208 shares
    Change vs previous 13F +9,160 shares

    0.4% of the 13F portfolio, value $1,482,568.

    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 50,048 shares
    Change vs previous 13F +39,643 shares

    0.39% of the 13F portfolio, value $1,394,838.

    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 10,405 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,083,993.

    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).