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Bleakley Financial Group, LLC: SCHG position timeline

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

Bleakley Financial Group, LLC held 1,855,593 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,855,593 shares
    Change vs previous 13F +7,930 shares

    0.8% of the 13F portfolio, value $62,793,251.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 1,847,663 shares
    Change vs previous 13F +71,551 shares

    0.84% of the 13F portfolio, value $53,822,423.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 1,776,112 shares
    Change vs previous 13F +43,243 shares

    1.01% of the 13F portfolio, value $57,936,778.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 1,732,869 shares
    Change vs previous 13F +37,306 shares

    1.28% of the 13F portfolio, value $55,295,841.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 1,695,563 shares
    Change vs previous 13F +316,555 shares

    1.26% of the 13F portfolio, value $49,527,399.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 1,379,008 shares
    Change vs previous 13F +441,255 shares

    1.11% of the 13F portfolio, value $34,530,368.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 937,753 shares
    Change vs previous 13F +673,420 shares

    0.79% of the 13F portfolio, value $26,135,170.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 264,333 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $27,538,166.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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