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Barnes Wealth Management Group, Inc: SCHG position timeline

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

Barnes Wealth Management Group, Inc held 88,729 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 88,729 shares
    Change vs previous 13F +118 shares

    1.39% of the 13F portfolio, value $3,002,616.

    13F-HR 0001172661-26-002787 filed by Barnes Wealth Management Group, Inc
    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 88,611 shares
    Change vs previous 13F +5,002 shares

    1.31% of the 13F portfolio, value $2,581,251.

    13F-HR 0001172661-26-002405 filed by Barnes Wealth Management Group, Inc
    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 83,609 shares
    Change vs previous 13F -1,888 shares

    1.46% of the 13F portfolio, value $2,727,318.

    13F-HR 0001172661-26-001324 filed by Barnes Wealth Management Group, Inc
    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 85,497 shares
    Change vs previous 13F -1,582 shares

    1.5% of the 13F portfolio, value $2,728,217.

    13F-HR 0001172661-25-004993 filed by Barnes Wealth Management Group, Inc
    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 87,079 shares
    Change vs previous 13F +1,184 shares

    1.5% of the 13F portfolio, value $2,543,567.

    13F-HR 0001172661-25-003849 filed by Barnes Wealth Management Group, Inc
    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 85,895 shares
    Change vs previous 13F -4,643 shares

    1.38% of the 13F portfolio, value $2,150,811.

    13F-HR 0001172661-25-001833 filed by Barnes Wealth Management Group, Inc
    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 90,538 shares
    Change vs previous 13F not available

    1.69% of the 13F portfolio, value $2,523,294.

    13F-HR 0001172661-25-001641 filed by Barnes Wealth Management Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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