Skip to content
Disclosery

CRUX WEALTH ADVISORS: SCHG position timeline

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

CRUX WEALTH ADVISORS held 83,023 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,023 shares
    Change vs previous 13F -353 shares

    0.97% of the 13F portfolio, value $2,809,500.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 83,376 shares
    Change vs previous 13F -8,809 shares

    0.93% of the 13F portfolio, value $2,428,749.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 92,185 shares
    Change vs previous 13F -742 shares

    1.12% of the 13F portfolio, value $3,007,061.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 92,927 shares
    Change vs previous 13F -48 shares

    1.18% of the 13F portfolio, value $2,965,294.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 92,975 shares
    Change vs previous 13F +562 shares

    1.16% of the 13F portfolio, value $2,715,811.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 92,413 shares
    Change vs previous 13F -1,158 shares

    1.2% of the 13F portfolio, value $2,314,011.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 93,571 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,607,812.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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