Skip to content
Disclosery

Aprio Wealth Management, LLC: SCHG position timeline

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

Aprio Wealth Management, LLC held 38,553 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,553 shares
    Change vs previous 13F -296 shares

    0.06% of the 13F portfolio, value $1,304,630.

    13F-HR 0001398344-26-012645 filed by Aprio Wealth Management, 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 38,849 shares
    Change vs previous 13F -2,580 shares

    0.06% of the 13F portfolio, value $1,131,657.

    13F-HR 0001398344-26-008933 filed by Aprio Wealth Management, 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 41,429 shares
    Change vs previous 13F +183 shares

    0.08% of the 13F portfolio, value $1,351,429.

    13F-HR 0001803519-26-000001 filed by Aprio Wealth Management, 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 41,246 shares
    Change vs previous 13F -2,581 shares

    0.13% of the 13F portfolio, value $1,316,171.

    13F-HR 0001803519-25-000006 filed by Aprio Wealth Management, 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 43,827 shares
    Change vs previous 13F +6,117 shares

    0.14% of the 13F portfolio, value $1,280,185.

    13F-HR 0001803519-25-000004 filed by Aprio Wealth Management, 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 37,710 shares
    Change vs previous 13F +23 shares

    0.12% of the 13F portfolio, value $944,260.

    13F-HR 0001803519-25-000003 filed by Aprio Wealth Management, 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 37,687 shares
    Change vs previous 13F +28,323 shares

    0.15% of the 13F portfolio, value $1,050,342.

    13F-HR 0001472800-25-000002 filed by Aprio Wealth Management, 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 9,364 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $975,542.

    13F-HR 0001803519-24-000004 filed by Aprio Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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