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Disclosery

Clark Wealth Partners: SCHG position timeline

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

Clark Wealth Partners held 594,282 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 594,282 shares
    Change vs previous 13F +13,883 shares

    11.35% of the 13F portfolio, value $20,110,503.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 580,399 shares
    Change vs previous 13F -32,602 shares

    11.36% of the 13F portfolio, value $16,907,031.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    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 613,001 shares
    Change vs previous 13F 0 shares

    12.18% of the 13F portfolio, value $19,996,088.

    13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
    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 613,001 shares
    Change vs previous 13F +291,915 shares

    12.18% of the 13F portfolio, value $19,996,088.

    13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
    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 321,086 shares
    Change vs previous 13F +18,320 shares

    6.33% of the 13F portfolio, value $9,378,933.

    13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
    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 302,766 shares
    Change vs previous 13F -2,969 shares

    5.62% of the 13F portfolio, value $7,581,262.

    13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
    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 305,735 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $8,520,842.

    13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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