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Disclosery

D.A. DAVIDSON & CO.: SCHG position timeline

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

D.A. DAVIDSON & CO. held 471,962 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 471,962 shares
    Change vs previous 13F +5,761 shares

    0.09% of the 13F portfolio, value $15,971,194.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 466,201 shares
    Change vs previous 13F +22,586 shares

    0.08% of the 13F portfolio, value $13,580,435.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 443,615 shares
    Change vs previous 13F -2,171 shares

    0.09% of the 13F portfolio, value $14,470,721.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 445,786 shares
    Change vs previous 13F +2,943 shares

    0.09% of the 13F portfolio, value $14,225,031.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 442,843 shares
    Change vs previous 13F +3,287 shares

    0.09% of the 13F portfolio, value $12,935,444.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 439,556 shares
    Change vs previous 13F -27,316 shares

    0.09% of the 13F portfolio, value $11,006,482.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 466,872 shares
    Change vs previous 13F +354,725 shares

    0.11% of the 13F portfolio, value $13,011,723.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 112,147 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $11,683,474.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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