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Disclosery

Bogart Wealth, LLC: SCHG position timeline

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

Bogart Wealth, LLC held 600,089 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 600,089 shares
    Change vs previous 13F -2,459 shares

    0.7% of the 13F portfolio, value $20,307,017.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 602,548 shares
    Change vs previous 13F +42,824 shares

    0.68% of the 13F portfolio, value $17,552,230.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 559,724 shares
    Change vs previous 13F -4,670 shares

    0.73% of the 13F portfolio, value $18,258,191.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 564,394 shares
    Change vs previous 13F -53,603 shares

    0.73% of the 13F portfolio, value $18,009,802.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 617,997 shares
    Change vs previous 13F +11,709 shares

    0.77% of the 13F portfolio, value $18,051,688.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 606,288 shares
    Change vs previous 13F +114,056 shares

    0.72% of the 13F portfolio, value $15,181,451.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 492,232 shares
    Change vs previous 13F +369,073 shares

    0.65% of the 13F portfolio, value $13,718,494.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 123,159 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $12,830,667.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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