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Disclosery

Alliance Wealth Management Group: SCHG position timeline

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

Alliance Wealth Management Group held 102,084 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,084 shares
    Change vs previous 13F -34 shares

    0.67% of the 13F portfolio, value $3,454,523.

    13F-HR 0001623707-26-000005 filed by Alliance Wealth Management 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 102,118 shares
    Change vs previous 13F -53 shares

    0.65% of the 13F portfolio, value $2,974,697.

    13F-HR 0001623707-26-000003 filed by Alliance Wealth Management 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 102,171 shares
    Change vs previous 13F -23 shares

    0.73% of the 13F portfolio, value $3,332,818.

    13F-HR 0001623707-26-000002 filed by Alliance Wealth Management 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 102,194 shares
    Change vs previous 13F -38 shares

    0.73% of the 13F portfolio, value $3,261,011.

    13F-HR 0001623707-25-000007 filed by Alliance Wealth Management 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 102,232 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $2,986,197.

    13F-HR 0001623707-25-000005 filed by Alliance Wealth Management 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 102,232 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $2,559,889.

    13F-HR 0001623707-25-000003 filed by Alliance Wealth Management 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 102,232 shares
    Change vs previous 13F +76,674 shares

    0.76% of the 13F portfolio, value $2,849,206.

    13F-HR 0001623707-25-000002 filed by Alliance Wealth Management 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 25,558 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,662,632.

    13F-HR 0001623707-24-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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