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Burns Matteson Capital Management, LLC: SCHG position timeline

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

Burns Matteson Capital Management, LLC held 170,936 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 170,936 shares
    Change vs previous 13F -1,750 shares

    1.84% of the 13F portfolio, value $5,784,482.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital 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 172,686 shares
    Change vs previous 13F +31,814 shares

    1.96% of the 13F portfolio, value $5,030,333.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital 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 140,872 shares
    Change vs previous 13F +1,394 shares

    1.85% of the 13F portfolio, value $4,595,247.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital 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 139,478 shares
    Change vs previous 13F +3,083 shares

    1.87% of the 13F portfolio, value $4,450,748.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital 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 136,395 shares
    Change vs previous 13F +4,893 shares

    1.92% of the 13F portfolio, value $3,984,091.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital 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 131,502 shares
    Change vs previous 13F +31,121 shares

    1.77% of the 13F portfolio, value $3,292,820.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital 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 100,381 shares
    Change vs previous 13F +74,725 shares

    1.57% of the 13F portfolio, value $2,797,626.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital 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 25,656 shares
    Change vs previous 13F not available

    1.5% of the 13F portfolio, value $2,672,850.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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