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Wisconsin Wealth Advisors, LLC: SCHG position timeline

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

Wisconsin Wealth Advisors, LLC held 48,707 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 48,707 shares
    Change vs previous 13F +78 shares

    1.47% of the 13F portfolio, value $1,750,055.

    13F-HR 0001754960-26-000819 filed by Wisconsin Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 48,629 shares
    Change vs previous 13F +563 shares

    1.41% of the 13F portfolio, value $1,645,596.

    13F-HR 0001754960-26-000406 filed by Wisconsin 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 ended2026-03-31
    13F 48,066 shares
    Change vs previous 13F +412 shares

    1.38% of the 13F portfolio, value $1,400,154.

    13F-HR 0001754960-26-000209 filed by Wisconsin 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 ended2025-12-31
    13F 47,654 shares
    Change vs previous 13F +10,175 shares

    1.52% of the 13F portfolio, value $1,554,463.

    13F-HR 0001754960-26-000010 filed by Wisconsin 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 ended2025-09-30
    13F 37,479 shares
    Change vs previous 13F +14,680 shares

    1.14% of the 13F portfolio, value $1,195,970.

    13F-HR 0001754960-25-000633 filed by Wisconsin 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 ended2025-06-30
    13F 22,799 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $665,964.

    13F-HR 0001754960-25-000571 filed by Wisconsin Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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