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Disclosery

Belpointe Asset Management LLC: SCHG position timeline

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

Belpointe Asset Management LLC held 1,885,406 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 1,885,406 shares
    Change vs previous 13F +21,121 shares

    2.08% of the 13F portfolio, value $63,802,190.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset 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 1,864,285 shares
    Change vs previous 13F +14,364 shares

    1.98% of the 13F portfolio, value $54,306,662.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset 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 1,849,921 shares
    Change vs previous 13F +28,787 shares

    2.18% of the 13F portfolio, value $60,344,437.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset 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 1,821,134 shares
    Change vs previous 13F +95,857 shares

    2.22% of the 13F portfolio, value $58,112,438.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset 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 1,725,277 shares
    Change vs previous 13F +582,673 shares

    2.1% of the 13F portfolio, value $50,395,391.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset 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 1,142,604 shares
    Change vs previous 13F +1,135,776 shares

    1.49% of the 13F portfolio, value $28,610,821.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset 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 6,828 shares
    Change vs previous 13F -169 shares

    0.04% of the 13F portfolio, value $694,018.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset 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 6,997 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $728,964.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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