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TFB Advisors LLC: SCHG position timeline

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

TFB Advisors LLC held 15,038 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,038 shares
    Change vs previous 13F +910 shares

    0.22% of the 13F portfolio, value $508,886.

    13F-HR 0001965201-26-000003 filed by TFB 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 14,128 shares
    Change vs previous 13F -15,204 shares

    0.22% of the 13F portfolio, value $411,549.

    13F-HR 0001965201-26-000002 filed by TFB 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 29,332 shares
    Change vs previous 13F +1,593 shares

    0.27% of the 13F portfolio, value $956,822.

    13F-HR 0001965201-26-000001 filed by TFB 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 27,739 shares
    Change vs previous 13F +2,065 shares

    0.26% of the 13F portfolio, value $881,278.

    13F-HR 0001965201-25-000004 filed by TFB 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 25,674 shares
    Change vs previous 13F +987 shares

    0.2% of the 13F portfolio, value $749,948.

    13F-HR 0001830817-25-000004 filed by TFB 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 24,687 shares
    Change vs previous 13F +182 shares

    0.18% of the 13F portfolio, value $618,168.

    13F-HR 0001965201-25-000003 filed by TFB 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 24,505 shares
    Change vs previous 13F +18,738 shares

    0.2% of the 13F portfolio, value $682,956.

    13F-HR 0001965201-25-000001 filed by TFB 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 5,767 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $600,763.

    13F-HR 0001965201-24-000003 filed by TFB Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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