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Boyce & Associates Wealth Consulting, Inc.: SCHG position timeline

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

Boyce & Associates Wealth Consulting, Inc. held 17,073 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,073 shares
    Change vs previous 13F +73 shares

    0.37% of the 13F portfolio, value $613,443.

    13F-HR 0001754960-26-000870 filed by Boyce & Associates Wealth Consulting, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,000 shares
    Change vs previous 13F -98 shares

    0.4% of the 13F portfolio, value $575,266.

    13F-HR 0001754960-26-000612 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 17,098 shares
    Change vs previous 13F +22 shares

    0.38% of the 13F portfolio, value $498,068.

    13F-HR 0001754960-26-000236 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 17,076 shares
    Change vs previous 13F -1,983 shares

    0.47% of the 13F portfolio, value $557,025.

    13F-HR 0001754960-26-000086 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,059 shares
    Change vs previous 13F -1,190 shares

    0.5% of the 13F portfolio, value $608,172.

    13F-HR 0001754960-25-000704 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 20,249 shares
    Change vs previous 13F +767 shares

    0.54% of the 13F portfolio, value $591,475.

    13F-HR 0001754960-25-000388 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 19,482 shares
    Change vs previous 13F -627 shares

    0.49% of the 13F portfolio, value $487,817.

    13F-HR 0001754960-25-000271 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 20,109 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $560,429.

    13F-HR 0001754960-25-000006 filed by Boyce & Associates Wealth Consulting, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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