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Bristlecone Advisors, LLC: SCHG position timeline

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

Bristlecone Advisors, LLC held 73,325 SCHG shares at 2025-09-30 per its 13F-HR filed 2025-10-24.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 73,325 shares
    Change vs previous 13F +25 shares

    0.2% of the 13F portfolio, value $2,339,805.

    13F-HR 0001671716-25-000004 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 73,300 shares
    Change vs previous 13F +26 shares

    0.18% of the 13F portfolio, value $2,141,088.

    13F-HR 0001398344-25-014361 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 73,274 shares
    Change vs previous 13F -1,030 shares

    0.15% of the 13F portfolio, value $1,834,773.

    13F-HR 0001398344-25-009163 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 74,304 shares
    Change vs previous 13F +53,860 shares

    0.16% of the 13F portfolio, value $2,070,842.

    13F-HR 0001398344-25-001325 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 20,444 shares
    Change vs previous 13F +1,468 shares

    0.17% of the 13F portfolio, value $2,129,863.

    13F-HR 0001398344-24-019318 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 18,976 shares
    Change vs previous 13F -1,400 shares

    0.16% of the 13F portfolio, value $1,913,522.

    13F-HR 0001398344-24-013068 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 20,376 shares
    Change vs previous 13F +12 shares

    0.17% of the 13F portfolio, value $1,889,246.

    13F-HR 0001398344-24-007419 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 20,364 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,689,425.

    13F-HR 0001398344-24-001002 filed by Bristlecone Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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