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Verdence Capital Advisors LLC: SCHG position timeline

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

Verdence Capital Advisors LLC held 601,109 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 601,109 shares
    Change vs previous 13F -55,331 shares

    1.07% of the 13F portfolio, value $20,341,533.

    13F-HR 0001719305-26-000004 filed by Verdence Capital 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 656,440 shares
    Change vs previous 13F -7,140 shares

    1.12% of the 13F portfolio, value $19,122,105.

    13F-HR 0001719305-26-000003 filed by Verdence Capital 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 663,580 shares
    Change vs previous 13F +89,654 shares

    1.28% of the 13F portfolio, value $21,645,980.

    13F-HR 0001719305-26-000002 filed by Verdence Capital 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 573,926 shares
    Change vs previous 13F +65,885 shares

    1.1% of the 13F portfolio, value $19,071,575.

    13F-HR 0001719305-25-000008 filed by Verdence Capital 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 508,041 shares
    Change vs previous 13F +46,285 shares

    1.01% of the 13F portfolio, value $14,839,864.

    13F-HR 0001719305-25-000005 filed by Verdence Capital 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 461,756 shares
    Change vs previous 13F -61,380 shares

    0.88% of the 13F portfolio, value $11,562,360.

    13F-HR 0001719305-25-000004 filed by Verdence Capital 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 523,136 shares
    Change vs previous 13F +404,105 shares

    1.17% of the 13F portfolio, value $14,579,788.

    13F-HR 0001719305-25-000002 filed by Verdence Capital 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 119,031 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $12,400,640.

    13F-HR 0001719305-24-000007 filed by Verdence Capital Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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