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Boyd Wealth Management, LLC: SCHG position timeline

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

Boyd Wealth Management, LLC held 153,363 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,363 shares
    Change vs previous 13F -2,021 shares

    1.96% of the 13F portfolio, value $5,189,804.

    13F-HR 0001846114-26-000010 filed by Boyd Wealth 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 155,384 shares
    Change vs previous 13F +2,800 shares

    1.91% of the 13F portfolio, value $4,526,336.

    13F-HR 0001846114-26-000009 filed by Boyd Wealth 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 152,584 shares
    Change vs previous 13F -1,168 shares

    2.11% of the 13F portfolio, value $4,977,290.

    13F-HR 0001846114-26-000001 filed by Boyd Wealth 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 153,752 shares
    Change vs previous 13F -8,503 shares

    2.11% of the 13F portfolio, value $4,906,226.

    13F-HR 0001846114-25-000002 filed by Boyd Wealth 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 162,255 shares
    Change vs previous 13F +6,704 shares

    2.05% of the 13F portfolio, value $4,739,469.

    13F-HR 0001667731-25-000805 filed by Boyd Wealth 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 155,551 shares
    Change vs previous 13F +18,170 shares

    1.94% of the 13F portfolio, value $3,894,997.

    13F-HR 0001667731-25-000504 filed by Boyd Wealth 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 137,381 shares
    Change vs previous 13F +102,772 shares

    1.89% of the 13F portfolio, value $3,828,808.

    13F-HR 0001667731-25-000097 filed by Boyd Wealth 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 34,609 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,605,566.

    13F-HR 0001846114-24-000004 filed by Boyd Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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