D.B. Root & Company, LLC: SCHG position timeline

D.B. Root & Company, LLC held 223,985 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 223,985 shares

   Change vs previous 13F -10,756 shares

   1.61% of the 13F portfolio, value $7,579,645.

   13F-HR 0001731717-26-000003 filed by D.B. Root & Company, LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 234,741 shares

   Change vs previous 13F -1,926 shares

   1.63% of the 13F portfolio, value $6,837,998.

   13F-HR 0001731717-26-000002 filed by D.B. Root & Company, LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 236,667 shares

   Change vs previous 13F -7,028 shares

   1.88% of the 13F portfolio, value $7,720,078.

   13F-HR 0001731717-26-000001 filed by D.B. Root & Company, LLC
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 243,695 shares

   Change vs previous 13F +23,865 shares

   1.97% of the 13F portfolio, value $7,776,305.

   13F-HR 0001731717-25-000002 filed by D.B. Root & Company, LLC
   Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 219,830 shares

   Change vs previous 13F -21,523 shares

   1.9% of the 13F portfolio, value $6,421,255.

   13F-HR 0001172661-25-002672 filed by D.B. Root & Company, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 241,353 shares

   Change vs previous 13F +9,759 shares

   1.95% of the 13F portfolio, value $6,043,483.

   13F-HR 0001172661-25-001837 filed by D.B. Root & Company, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 231,594 shares

   Change vs previous 13F +177,295 shares

   2.05% of the 13F portfolio, value $6,454,536.

   13F-HR 0001172661-25-000250 filed by D.B. Root & Company, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 54,299 shares

   Change vs previous 13F not available

   1.86% of the 13F portfolio, value $5,656,959.

   13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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