Skip to content
Disclosery

Allworth Financial LP: SCHG position timeline

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

Allworth Financial LP held 636,680 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 636,680 shares
    Change vs previous 13F -373,917 shares

    0.09% of the 13F portfolio, value $21,545,265.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 1,010,597 shares
    Change vs previous 13F +38,900 shares

    0.12% of the 13F portfolio, value $29,438,679.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 971,697 shares
    Change vs previous 13F +334,473 shares

    0.13% of the 13F portfolio, value $31,696,750.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 637,224 shares
    Change vs previous 13F +77,440 shares

    0.09% of the 13F portfolio, value $20,333,810.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 559,784 shares
    Change vs previous 13F -145 shares

    0.08% of the 13F portfolio, value $16,351,297.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 559,929 shares
    Change vs previous 13F +278,838 shares

    0.08% of the 13F portfolio, value $13,947,822.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 281,091 shares
    Change vs previous 13F +253,605 shares

    0.04% of the 13F portfolio, value $8,117,909.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 27,486 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,863,529.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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