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William Howard & Co Financial Advisors Inc: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of William Howard & Co Financial Advisors Inc on SCHG, newest first. How the timeline and the estimate are built.

William Howard & Co Financial Advisors Inc held 7,857 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,857 shares
    Change vs previous 13F +8 shares

    0.21% of the 13F portfolio, value $265,883.

    13F-HR 0002063364-26-000188 filed by William Howard & Co Financial Advisors 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 7,849 shares
    Change vs previous 13F -298 shares

    0.2% of the 13F portfolio, value $228,646.

    13F-HR 0002063364-26-000138 filed by William Howard & Co Financial Advisors 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 8,147 shares
    Change vs previous 13F +8 shares

    0.22% of the 13F portfolio, value $265,758.

    13F-HR 0002063364-26-000012 filed by William Howard & Co Financial Advisors 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 8,139 shares
    Change vs previous 13F +7 shares

    0.22% of the 13F portfolio, value $259,719.

    13F-HR 0002063364-25-000242 filed by William Howard & Co Financial Advisors 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 8,132 shares
    Change vs previous 13F +8 shares

    0.21% of the 13F portfolio, value $237,521.

    13F-HR 0002063364-25-000115 filed by William Howard & Co Financial Advisors 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 8,124 shares
    Change vs previous 13F -205 shares

    0.19% of the 13F portfolio, value $203,417.

    13F-HR 0002063364-25-000037 filed by William Howard & Co Financial Advisors Inc
    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 8,329 shares
    Change vs previous 13F +6,248 shares

    0.21% of the 13F portfolio, value $232,000.

    13F-HR 0002011188-25-000004 filed by William Howard & Co Financial Advisors Inc
    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 2,081 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $217,000.

    13F-HR 0002023493-24-000008 filed by William Howard & Co Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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