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ARBOR TRUST WEALTH ADVISORS, LLC: SCHG position timeline

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

ARBOR TRUST WEALTH ADVISORS, LLC held 324,691 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 324,691 shares
    Change vs previous 13F -8,194 shares

    4.43% of the 13F portfolio, value $10,987,531.

    13F-HR 0001951757-26-001106 filed by ARBOR TRUST WEALTH ADVISORS, 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 332,885 shares
    Change vs previous 13F -1,528 shares

    4.26% of the 13F portfolio, value $9,696,938.

    13F-HR 0001951757-26-000758 filed by ARBOR TRUST WEALTH ADVISORS, 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 334,413 shares
    Change vs previous 13F -5,678 shares

    4.77% of the 13F portfolio, value $10,908,556.

    13F-HR 0001951757-26-000372 filed by ARBOR TRUST WEALTH ADVISORS, 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 340,091 shares
    Change vs previous 13F +3,865 shares

    4.89% of the 13F portfolio, value $10,852,317.

    13F-HR 0001951757-25-001360 filed by ARBOR TRUST WEALTH ADVISORS, 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 336,226 shares
    Change vs previous 13F -42,941 shares

    4.8% of the 13F portfolio, value $9,821,167.

    13F-HR 0001951757-25-001049 filed by ARBOR TRUST WEALTH ADVISORS, 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 379,167 shares
    Change vs previous 13F +10,851 shares

    4.45% of the 13F portfolio, value $9,494,338.

    13F-HR 0001951757-25-000464 filed by ARBOR TRUST WEALTH ADVISORS, 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 368,316 shares
    Change vs previous 13F +276,733 shares

    4.81% of the 13F portfolio, value $10,264,957.

    13F-HR 0001951757-25-000048 filed by ARBOR TRUST WEALTH ADVISORS, 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 91,583 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $9,244,959.

    13F-HR 0001951757-24-001096 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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