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B&D White Capital Company, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B&D White Capital Company, LLC on SCHG, newest first. How the timeline and the estimate are built.

B&D White Capital Company, LLC held 415,502 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 415,502 shares
    Change vs previous 13F +126,701 shares

    1.4% of the 13F portfolio, value $14,060,588.

    13F-HR 0001172661-26-002977 filed by B&D White Capital Company, 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 288,801 shares
    Change vs previous 13F -609,488 shares

    1.04% of the 13F portfolio, value $8,412,802.

    13F-HR 0001172661-26-001804 filed by B&D White Capital Company, 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 898,289 shares
    Change vs previous 13F -98,114 shares

    3.39% of the 13F portfolio, value $29,302,202.

    13F-HR 0001172661-26-000786 filed by B&D White Capital Company, 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 996,403 shares
    Change vs previous 13F +408,066 shares

    4.07% of the 13F portfolio, value $31,795,251.

    13F-HR 0001172661-25-004402 filed by B&D White Capital Company, 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 588,337 shares
    Change vs previous 13F -1,029,811 shares

    2.62% of the 13F portfolio, value $17,185,353.

    13F-HR 0001172661-25-003132 filed by B&D White Capital Company, 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 1,618,148 shares
    Change vs previous 13F +406,239 shares

    5.97% of the 13F portfolio, value $40,518,426.

    13F-HR 0001172661-25-001861 filed by B&D White Capital Company, 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 1,211,909 shares
    Change vs previous 13F +963,444 shares

    5.69% of the 13F portfolio, value $33,775,932.

    13F-HR 0001172661-25-000483 filed by B&D White Capital Company, 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 248,465 shares
    Change vs previous 13F not available

    4.46% of the 13F portfolio, value $25,885,083.

    13F-HR 0001172661-24-004527 filed by B&D White Capital Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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