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Savant Capital, LLC: SCHG position timeline

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

Savant Capital, LLC held 1,638,568 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 1,638,568 shares
    Change vs previous 13F +946,420 shares

    0.15% of the 13F portfolio, value $52,627,072.

    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 692,148 shares
    Change vs previous 13F -6,505 shares

    0.1% of the 13F portfolio, value $20,162,262.

    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 698,653 shares
    Change vs previous 13F -18,410 shares

    0.13% of the 13F portfolio, value $22,790,057.

    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 717,063 shares
    Change vs previous 13F -7,584 shares

    0.14% of the 13F portfolio, value $22,881,466.

    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 724,647 shares
    Change vs previous 13F -12,406 shares

    0.15% of the 13F portfolio, value $21,166,928.

    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 737,053 shares
    Change vs previous 13F -6,971 shares

    0.16% of the 13F portfolio, value $18,455,810.

    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 744,024 shares
    Change vs previous 13F +552,900 shares

    0.16% of the 13F portfolio, value $20,735,935.

    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 191,124 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $19,911,290.

    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).