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Transamerica Financial Advisors, LLC: SCHC position timeline

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

Transamerica Financial Advisors, LLC held 128,878 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,878 shares
    Change vs previous 13F -33,437 shares

    0.53% of the 13F portfolio, value $6,201,642.

    13F-HR 0001502149-26-000010 filed by Transamerica Financial Advisors, 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 162,315 shares
    Change vs previous 13F -12,372 shares

    0.65% of the 13F portfolio, value $7,586,628.

    13F-HR 0001502149-26-000006 filed by Transamerica Financial Advisors, 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 174,687 shares
    Change vs previous 13F -15,847 shares

    0.66% of the 13F portfolio, value $7,953,494.

    13F-HR 0001502149-26-000003 filed by Transamerica Financial Advisors, 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 190,534 shares
    Change vs previous 13F +824 shares

    0.72% of the 13F portfolio, value $8,671,200.

    13F-HR 0001502149-25-000029 filed by Transamerica Financial Advisors, 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 189,710 shares
    Change vs previous 13F +2,868 shares

    0.76% of the 13F portfolio, value $8,079,734.

    13F-HR 0001502149-25-000023 filed by Transamerica Financial Advisors, 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 186,842 shares
    Change vs previous 13F +12,543 shares

    0.68% of the 13F portfolio, value $6,704,000.

    13F-HR 0001502149-25-000012 filed by Transamerica Financial Advisors, 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 174,299 shares
    Change vs previous 13F -1,700 shares

    0.59% of the 13F portfolio, value $5,984,000.

    13F-HR 0000099189-25-000006 filed by Transamerica Financial Advisors, 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 175,999 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $6,782,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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