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Vestmark Advisory Solutions, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on SCHG, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 417,289 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 417,289 shares
    Change vs previous 13F +291,007 shares

    0.13% of the 13F portfolio, value $14,121,063.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 126,282 shares
    Change vs previous 13F +32,473 shares

    0.04% of the 13F portfolio, value $3,678,622.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 93,809 shares
    Change vs previous 13F -150,664 shares

    0.04% of the 13F portfolio, value $3,060,037.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 244,473 shares
    Change vs previous 13F +68,529 shares

    0.15% of the 13F portfolio, value $7,801,148.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 175,944 shares
    Change vs previous 13F +97,686 shares

    0.07% of the 13F portfolio, value $5,139,332.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 78,258 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,959,584.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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