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Disclosery

Allegheny Financial Group: SCHG position timeline

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

Allegheny Financial Group held 678,496 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 678,496 shares
    Change vs previous 13F +10,435 shares

    2.44% of the 13F portfolio, value $22,960,316.

    13F-HR 0001844148-26-000003 filed by Allegheny Financial Group
    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 668,061 shares
    Change vs previous 13F +19,306 shares

    2.62% of the 13F portfolio, value $19,460,633.

    13F-HR 0001844148-26-000002 filed by Allegheny Financial Group
    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 648,755 shares
    Change vs previous 13F +1,967 shares

    3.13% of the 13F portfolio, value $21,162,400.

    13F-HR 0001844148-26-000001 filed by Allegheny Financial Group
    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 646,788 shares
    Change vs previous 13F +4,279 shares

    3.86% of the 13F portfolio, value $20,639,034.

    13F-HR 0001844148-25-000003 filed by Allegheny Financial Group
    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 642,509 shares
    Change vs previous 13F +15,763 shares

    4.17% of the 13F portfolio, value $18,767,707.

    13F-HR 0001085146-25-005018 filed by Allegheny Financial Group
    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 626,746 shares
    Change vs previous 13F +2,699 shares

    4.02% of the 13F portfolio, value $15,693,737.

    13F-HR 0001085146-25-003057 filed by Allegheny Financial Group
    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 624,047 shares
    Change vs previous 13F +463,506 shares

    4.48% of the 13F portfolio, value $17,392,197.

    13F-HR 0001085146-25-001470 filed by Allegheny Financial Group
    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 160,541 shares
    Change vs previous 13F not available

    4.13% of the 13F portfolio, value $16,725,130.

    13F-HR 0001172661-24-005142 filed by Allegheny Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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