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ACCREDITED INVESTOR SERVICES, LLC: SCHG position timeline

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

ACCREDITED INVESTOR SERVICES, LLC held 8,387 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,387 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $283,816.

    13F-HR 0002028621-26-000004 filed by ACCREDITED INVESTOR SERVICES, 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 8,387 shares
    Change vs previous 13F -1,292 shares

    0.16% of the 13F portfolio, value $244,313.

    13F-HR 0002028621-26-000002 filed by ACCREDITED INVESTOR SERVICES, 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 9,679 shares
    Change vs previous 13F +36 shares

    0.21% of the 13F portfolio, value $315,729.

    13F-HR 0002028621-26-000001 filed by ACCREDITED INVESTOR SERVICES, 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 9,643 shares
    Change vs previous 13F -190 shares

    0.21% of the 13F portfolio, value $307,708.

    13F-HR 0002028621-25-000002 filed by ACCREDITED INVESTOR SERVICES, 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 9,833 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $287,222.

    13F-HR 0001085146-25-004156 filed by ACCREDITED INVESTOR SERVICES, 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 9,833 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $246,218.

    13F-HR 0001085146-25-002536 filed by ACCREDITED INVESTOR SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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