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Disclosery

Carnegie Investment Counsel: SCHG position timeline

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

Carnegie Investment Counsel held 66,239 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,239 shares
    Change vs previous 13F +5,633 shares

    0.04% of the 13F portfolio, value $2,241,531.

    13F-HR 0001511506-26-000005 filed by Carnegie Investment Counsel
    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 60,606 shares
    Change vs previous 13F -1,559 shares

    0.03% of the 13F portfolio, value $1,765,453.

    13F-HR 0001511506-26-000004 filed by Carnegie Investment Counsel
    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 62,165 shares
    Change vs previous 13F +7,265 shares

    0.04% of the 13F portfolio, value $2,027,826.

    13F-HR 0001511506-26-000001 filed by Carnegie Investment Counsel
    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 54,900 shares
    Change vs previous 13F +82 shares

    0.03% of the 13F portfolio, value $1,751,863.

    13F-HR 0001511506-25-000005 filed by Carnegie Investment Counsel
    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 54,818 shares
    Change vs previous 13F +38,749 shares

    0.03% of the 13F portfolio, value $1,601,246.

    13F-HR 0001085146-25-004339 filed by Carnegie Investment Counsel
    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 16,069 shares
    Change vs previous 13F +7 shares

    0.01% of the 13F portfolio, value $363,148.

    13F-HR 0001085146-25-002648 filed by Carnegie Investment Counsel
    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 16,062 shares
    Change vs previous 13F +11,980 shares

    0.01% of the 13F portfolio, value $447,640.

    13F-HR 0001085146-25-000199 filed by Carnegie Investment Counsel
    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 4,082 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $425,269.

    13F-HR 0001085146-24-004838 filed by Carnegie Investment Counsel
    Filed (acceptance time not in the bulk data set), ingested

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