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Disclosery

Code Waechter LLC: SCHG position timeline

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

Code Waechter LLC held 611,454 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 611,454 shares
    Change vs previous 13F +18,946 shares

    10.7% of the 13F portfolio, value $20,691,587.

    13F-HR 0002039212-26-000003 filed by Code Waechter 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 592,508 shares
    Change vs previous 13F +42,235 shares

    10.26% of the 13F portfolio, value $17,259,760.

    13F-HR 0002039212-26-000002 filed by Code Waechter 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 550,273 shares
    Change vs previous 13F +89,388 shares

    11.53% of the 13F portfolio, value $17,949,899.

    13F-HR 0002039212-26-000001 filed by Code Waechter 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 460,885 shares
    Change vs previous 13F -16,339 shares

    9.56% of the 13F portfolio, value $14,642,304.

    13F-HR 0002039212-25-000006 filed by Code Waechter 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 477,224 shares
    Change vs previous 13F +110,150 shares

    9.92% of the 13F portfolio, value $13,939,725.

    13F-HR 0002039212-25-000005 filed by Code Waechter 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 367,074 shares
    Change vs previous 13F +8,209 shares

    7.56% of the 13F portfolio, value $9,192,000.

    13F-HR 0002039212-25-000003 filed by Code Waechter 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 358,865 shares
    Change vs previous 13F +268,336 shares

    8.73% of the 13F portfolio, value $10,001,579.

    13F-HR 0002039212-25-000001 filed by Code Waechter 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 90,529 shares
    Change vs previous 13F not available

    8.99% of the 13F portfolio, value $9,431,000.

    13F-HR 0002039212-24-000001 filed by Code Waechter LLC
    Filed (acceptance time not in the bulk data set), ingested

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