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Disclosery

BFSG, LLC: SCHG position timeline

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

BFSG, LLC held 116,783 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 116,783 shares
    Change vs previous 13F +988 shares

    0.35% of the 13F portfolio, value $3,951,920.

    13F-HR 0001706836-26-000003 filed by BFSG, 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 115,795 shares
    Change vs previous 13F +7,904 shares

    0.32% of the 13F portfolio, value $3,373,103.

    13F-HR 0001706836-26-000002 filed by BFSG, 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 107,891 shares
    Change vs previous 13F +4,856 shares

    0.34% of the 13F portfolio, value $3,519,419.

    13F-HR 0001706836-26-000001 filed by BFSG, 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 103,035 shares
    Change vs previous 13F -1,176 shares

    0.32% of the 13F portfolio, value $3,287,856.

    13F-HR 0001706836-25-000007 filed by BFSG, 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 104,211 shares
    Change vs previous 13F +863 shares

    0.34% of the 13F portfolio, value $3,044,010.

    13F-HR 0001706836-25-000005 filed by BFSG, 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 103,348 shares
    Change vs previous 13F +4,503 shares

    0.31% of the 13F portfolio, value $2,587,838.

    13F-HR 0001706836-25-000004 filed by BFSG, 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 98,845 shares
    Change vs previous 13F +74,109 shares

    0.32% of the 13F portfolio, value $2,754,809.

    13F-HR 0001706836-25-000002 filed by BFSG, 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 24,736 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,577,006.

    13F-HR 0001706836-24-000008 filed by BFSG, LLC
    Filed (acceptance time not in the bulk data set), ingested

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