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Disclosery

Composition Wealth, LLC: SCHG position timeline

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

Composition Wealth, LLC held 624,732 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 624,732 shares
    Change vs previous 13F -17,024 shares

    0.25% of the 13F portfolio, value $21,140,941.

    13F-HR 0001951757-26-001020 filed by Composition Wealth, 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 641,756 shares
    Change vs previous 13F +492,599 shares

    0.26% of the 13F portfolio, value $18,694,339.

    13F-HR 0001951757-26-000540 filed by Composition Wealth, 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 149,157 shares
    Change vs previous 13F +8,617 shares

    0.07% of the 13F portfolio, value $4,865,510.

    13F-HR 0001951757-26-000334 filed by Composition Wealth, 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 140,540 shares
    Change vs previous 13F +3,145 shares

    0.07% of the 13F portfolio, value $4,484,625.

    13F-HR 0001951757-25-001181 filed by Composition Wealth, 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 137,395 shares
    Change vs previous 13F -5,500 shares

    0.07% of the 13F portfolio, value $4,013,321.

    13F-HR 0001951757-25-000900 filed by Composition Wealth, 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 142,895 shares
    Change vs previous 13F -15,552 shares

    0.07% of the 13F portfolio, value $3,578,100.

    13F-HR 0001951757-25-000347 filed by Composition Wealth, 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 158,447 shares
    Change vs previous 13F +83,741 shares

    0.09% of the 13F portfolio, value $4,415,925.

    13F-HR 0001951757-25-000008 filed by Composition Wealth, 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 74,706 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,782,820.

    13F-HR 0001951757-24-000972 filed by Composition Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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