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Disclosery

Savant Capital, LLC: SCHC position timeline

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

Savant Capital, LLC held 3,916,077 SCHC 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 3,916,077 shares
    Change vs previous 13F +1,907,437 shares

    0.55% of the 13F portfolio, value $185,676,417.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 2,008,640 shares
    Change vs previous 13F -146,656 shares

    0.45% of the 13F portfolio, value $93,883,856.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 2,155,296 shares
    Change vs previous 13F -220,996 shares

    0.56% of the 13F portfolio, value $98,130,641.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 2,376,292 shares
    Change vs previous 13F +75,589 shares

    0.66% of the 13F portfolio, value $108,145,067.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 2,300,703 shares
    Change vs previous 13F -195,479 shares

    0.7% of the 13F portfolio, value $97,986,935.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 2,496,182 shares
    Change vs previous 13F -355,368 shares

    0.76% of the 13F portfolio, value $89,563,025.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 2,851,550 shares
    Change vs previous 13F -330,346 shares

    0.77% of the 13F portfolio, value $97,893,717.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 3,181,896 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $122,598,463.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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