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Disclosery

Burt Wealth Advisors: SCHG position timeline

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

Burt Wealth Advisors held 29,853 SCHG shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 29,853 shares
    Change vs previous 13F -397 shares

    0.23% of the 13F portfolio, value $952,609.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    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 30,250 shares
    Change vs previous 13F -666 shares

    0.2% of the 13F portfolio, value $883,603.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    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 30,916 shares
    Change vs previous 13F -1,993 shares

    0.19% of the 13F portfolio, value $774,137.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    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 32,909 shares
    Change vs previous 13F +24,190 shares

    0.23% of the 13F portfolio, value $917,174.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    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 8,719 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $908,345.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    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 8,719 shares
    Change vs previous 13F -1,314 shares

    0.23% of the 13F portfolio, value $879,224.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    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 10,033 shares
    Change vs previous 13F -58 shares

    0.24% of the 13F portfolio, value $930,278.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    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 10,091 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $837,149.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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