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Disclosery

CERTUITY, LLC: SCHG position timeline

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

CERTUITY, LLC held 1,038,460 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,038,460 shares
    Change vs previous 13F +87,718 shares

    1.73% of the 13F portfolio, value $35,141,492.

    13F-HR 0001800752-26-000004 filed by CERTUITY, 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 950,742 shares
    Change vs previous 13F +209,858 shares

    1.82% of the 13F portfolio, value $27,695,121.

    13F-HR 0001800752-26-000001 filed by CERTUITY, 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 740,884 shares
    Change vs previous 13F +153,742 shares

    1.52% of the 13F portfolio, value $24,167,645.

    13F-HR 0001172661-26-000396 filed by CERTUITY, 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 587,142 shares
    Change vs previous 13F +65,545 shares

    1.29% of the 13F portfolio, value $18,735,705.

    13F-HR 0001172661-25-004776 filed by CERTUITY, 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 521,597 shares
    Change vs previous 13F -54,392 shares

    1.43% of the 13F portfolio, value $15,235,840.

    13F-HR 0001172661-25-003246 filed by CERTUITY, 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 575,989 shares
    Change vs previous 13F +21,754 shares

    1.51% of the 13F portfolio, value $14,422,766.

    13F-HR 0001172661-25-001734 filed by CERTUITY, 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 554,235 shares
    Change vs previous 13F +445,836 shares

    1.68% of the 13F portfolio, value $15,446,521.

    13F-HR 0001172661-25-000408 filed by CERTUITY, 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 108,399 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $11,293,026.

    13F-HR 0001172661-24-004576 filed by CERTUITY, LLC
    Filed (acceptance time not in the bulk data set), ingested

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