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Savant Capital, LLC: SCHV position timeline

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

Savant Capital, LLC held 6,378,613 SCHV 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 6,378,613 shares
    Change vs previous 13F +3,269,240 shares

    0.61% of the 13F portfolio, value $208,660,697.

    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 3,109,373 shares
    Change vs previous 13F -80,869 shares

    0.46% of the 13F portfolio, value $94,835,863.

    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 3,190,242 shares
    Change vs previous 13F -157,725 shares

    0.54% of the 13F portfolio, value $94,463,087.

    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 3,347,967 shares
    Change vs previous 13F +131,644 shares

    0.59% of the 13F portfolio, value $97,459,309.

    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 3,216,323 shares
    Change vs previous 13F -52,959 shares

    0.64% of the 13F portfolio, value $88,995,656.

    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 3,269,282 shares
    Change vs previous 13F -187,324 shares

    0.74% of the 13F portfolio, value $86,897,512.

    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 3,456,606 shares
    Change vs previous 13F +2,253,597 shares

    0.71% of the 13F portfolio, value $90,113,717.

    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 1,203,009 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $96,685,872.

    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).