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Diversify Advisory Services, LLC: SCHG position timeline

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

Diversify Advisory Services, LLC held 454,200 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 454,200 shares
    Change vs previous 13F +214,562 shares

    0.13% of the 13F portfolio, value $15,252,056.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 227,100 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 227,100 shares

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

  2. period ended2026-03-31
    13F 239,638 shares
    Change vs previous 13F -57,557 shares

    0.13% of the 13F portfolio, value $7,836,160.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,445 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 229,193 shares

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

  3. period ended2025-12-31
    13F 297,195 shares
    Change vs previous 13F +15,804 shares

    0.18% of the 13F portfolio, value $9,692,364.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 126,398 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 170,797 shares

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

  4. period ended2025-09-30
    13F 281,391 shares
    Change vs previous 13F +30,552 shares

    0.2% of the 13F portfolio, value $9,432,201.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 112,352 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 169,039 shares

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

  5. period ended2025-06-30
    13F 250,839 shares
    Change vs previous 13F +4,780 shares

    0.18% of the 13F portfolio, value $7,698,259.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 81,441 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 169,398 shares

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

  6. period ended2025-03-31
    13F 246,059 shares
    Change vs previous 13F -2,464 shares

    0.21% of the 13F portfolio, value $6,252,365.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 81,773 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 164,286 shares

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

  7. period ended2024-12-31
    13F 248,523 shares
    Change vs previous 13F +3,033 shares

    0.22% of the 13F portfolio, value $6,886,574.

    13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 95,382 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 153,141 shares

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

  8. period ended2024-09-30
    13F 245,490 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,490,722.

    13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 95,699 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 149,791 shares

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