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Disclosery

Advisor OS, LLC: SCHG position timeline

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

Advisor OS, LLC held 10,822 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,822 shares
    Change vs previous 13F -4,433 shares

    0.02% of the 13F portfolio, value $366,215.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 15,255 shares
    Change vs previous 13F -126 shares

    0.03% of the 13F portfolio, value $444,380.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 15,381 shares
    Change vs previous 13F -59 shares

    0.04% of the 13F portfolio, value $501,736.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 15,440 shares
    Change vs previous 13F -5,247 shares

    0.04% of the 13F portfolio, value $492,688.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 20,687 shares
    Change vs previous 13F +597 shares

    0.06% of the 13F portfolio, value $604,261.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 20,090 shares
    Change vs previous 13F +2,031 shares

    0.06% of the 13F portfolio, value $503,070.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 18,059 shares
    Change vs previous 13F +13,921 shares

    0.06% of the 13F portfolio, value $503,301.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 4,138 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $431,046.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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