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Valued Wealth Advisors LLC: SCHG position timeline

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

Valued Wealth Advisors LLC held 860 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 860 shares
    Change vs previous 13F -10 shares

    0.01% of the 13F portfolio, value $29,092.

    13F-HR 0002007175-26-000004 filed by Valued Wealth 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 870 shares
    Change vs previous 13F +128 shares

    0.01% of the 13F portfolio, value $25,342.

    13F-HR 0002007175-26-000002 filed by Valued Wealth 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 742 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $24,204.

    13F-HR 0002007175-26-000001 filed by Valued Wealth 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 749 shares
    Change vs previous 13F -254 shares

    0.01% of the 13F portfolio, value $23,909.

    13F-HR 0002007175-25-000007 filed by Valued Wealth 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 1,003 shares
    Change vs previous 13F +255 shares

    0.02% of the 13F portfolio, value $29,285.

    13F-HR 0002007175-25-000006 filed by Valued Wealth 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 748 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $18,726.

    13F-HR 0002007175-25-000003 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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