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Bishop & Co Investment Management, LLC: SCHG position timeline

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

Bishop & Co Investment Management, LLC held 248,193 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 248,193 shares
    Change vs previous 13F -1,091 shares

    2.59% of the 13F portfolio, value $8,398,851.

    13F-HR 0001603276-26-000003 filed by Bishop & Co Investment 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 249,284 shares
    Change vs previous 13F -50,304 shares

    2.49% of the 13F portfolio, value $7,261,643.

    13F-HR 0001603276-26-000002 filed by Bishop & Co Investment 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 299,588 shares
    Change vs previous 13F -9,650 shares

    3.24% of the 13F portfolio, value $9,772,561.

    13F-HR 0001172661-26-000235 filed by Bishop & Co Investment 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 309,238 shares
    Change vs previous 13F -8,763 shares

    3.3% of the 13F portfolio, value $9,867,785.

    13F-HR 0001172661-25-004497 filed by Bishop & Co Investment 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 318,001 shares
    Change vs previous 13F +112,596 shares

    3.34% of the 13F portfolio, value $9,288,809.

    13F-HR 0001172661-25-003421 filed by Bishop & Co Investment 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 205,405 shares
    Change vs previous 13F +196,365 shares

    1.99% of the 13F portfolio, value $5,143,341.

    13F-HR 0001172661-25-001608 filed by Bishop & Co Investment 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 9,040 shares
    Change vs previous 13F +6,757 shares

    0.1% of the 13F portfolio, value $251,945.

    13F-HR 0001172661-25-000653 filed by Bishop & Co Investment 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 2,283 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $237,843.

    13F-HR 0000950123-24-010944 filed by Bishop & Co Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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