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CCG WEALTH MANAGEMENT, LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CCG WEALTH MANAGEMENT, LLC on SCHF, newest first. How the timeline and the estimate are built.

CCG WEALTH MANAGEMENT, LLC held 987,722 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 987,722 shares
    Change vs previous 13F +359,952 shares

    6.35% of the 13F portfolio, value $27,359,893.

    13F-HR 0001951757-26-001141 filed by CCG 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 627,770 shares
    Change vs previous 13F +67,184 shares

    4.21% of the 13F portfolio, value $15,537,305.

    13F-HR 0001951757-26-000541 filed by CCG 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 560,586 shares
    Change vs previous 13F -6,993 shares

    5.78% of the 13F portfolio, value $13,476,496.

    13F-HR 0001951757-26-000259 filed by CCG 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 567,579 shares
    Change vs previous 13F +5,462 shares

    6.23% of the 13F portfolio, value $13,213,242.

    13F-HR 0001951757-25-001235 filed by CCG 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 562,117 shares
    Change vs previous 13F -7,545 shares

    6.55% of the 13F portfolio, value $12,422,809.

    13F-HR 0001951757-25-000959 filed by CCG 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 569,662 shares
    Change vs previous 13F -37,735 shares

    6.74% of the 13F portfolio, value $11,267,910.

    13F-HR 0001951757-25-000400 filed by CCG 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 607,397 shares
    Change vs previous 13F +295,612 shares

    6.26% of the 13F portfolio, value $11,236,836.

    13F-HR 0001951757-25-000121 filed by CCG 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 311,785 shares
    Change vs previous 13F not available

    7.18% of the 13F portfolio, value $12,820,585.

    13F-HR 0001951757-24-001028 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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