Skip to content
Disclosery

BlueStem Wealth Partners, LLC: SCHG position timeline

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

BlueStem Wealth Partners, LLC held 1,924,760 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,924,760 shares
    Change vs previous 13F -835,763 shares

    6.49% of the 13F portfolio, value $65,133,866.

    13F-HR 0001765380-26-000343 filed by BlueStem Wealth Partners, 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 2,760,523 shares
    Change vs previous 13F -62,600 shares

    8.94% of the 13F portfolio, value $80,414,047.

    13F-HR 0001765380-26-000181 filed by BlueStem Wealth Partners, 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 2,823,123 shares
    Change vs previous 13F not available

    10.17% of the 13F portfolio, value $92,090,261.

    13F-HR 0001765380-26-000066 filed by BlueStem Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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