Skip to content
Disclosery

YHB Investment Advisors, Inc.: SCHG position timeline

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

YHB Investment Advisors, Inc. held 439,895 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 439,895 shares
    Change vs previous 13F -3,743 shares

    1% of the 13F portfolio, value $15,805,424.

    13F-HR 0002085853-26-001107 filed by YHB Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 443,638 shares
    Change vs previous 13F -16,193 shares

    0.96% of the 13F portfolio, value $15,012,702.

    13F-HR 0002085853-26-000719 filed by YHB Investment 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 ended2026-03-31
    13F 459,831 shares
    Change vs previous 13F -48,168 shares

    0.96% of the 13F portfolio, value $13,394,865.

    13F-HR 0002085853-26-000346 filed by YHB Investment 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 ended2025-12-31
    13F 507,999 shares
    Change vs previous 13F +12,618 shares

    1.14% of the 13F portfolio, value $16,570,942.

    13F-HR 0002085853-26-000038 filed by YHB Investment 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 ended2025-09-30
    13F 495,381 shares
    Change vs previous 13F +17,262 shares

    1.16% of the 13F portfolio, value $15,807,605.

    13F-HR 0002085853-25-000030 filed by YHB Investment 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 ended2025-06-30
    13F 478,119 shares
    Change vs previous 13F -17,989 shares

    1.08% of the 13F portfolio, value $13,965,866.

    13F-HR 0001667731-25-000774 filed by YHB Investment 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 ended2025-03-31
    13F 496,108 shares
    Change vs previous 13F +11,571 shares

    1.04% of the 13F portfolio, value $12,422,543.

    13F-HR 0001667731-25-000497 filed by YHB Investment 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 ended2024-12-31
    13F 484,537 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $13,504,050.

    13F-HR 0001667731-25-000081 filed by YHB Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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