Dechtman Wealth Management, LLC: SCHG position timeline

Dechtman Wealth Management, LLC held 2,290,663 SCHG shares at 2024-12-31 per its 13F-HR filed 2025-02-12.

the latest 13F is the newest step

1. period ended2024-12-31

   13F 2,290,663 shares

   Change vs previous 13F +1,828,137 shares

   12.34% of the 13F portfolio, value $63,840,776.

   13F-HR 0001992316-25-000001 filed by Dechtman Wealth Management, LLC
   Filed 2025-02-12 (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).

2. period ended2024-09-30

   13F 462,526 shares

   Change vs previous 13F -53,052 shares

   9.86% of the 13F portfolio, value $48,185,929.

   13F-HR 0001992316-24-000007 filed by Dechtman Wealth Management, 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).

3. period ended2024-06-30

   13F 515,578 shares

   Change vs previous 13F +8,290 shares

   11.62% of the 13F portfolio, value $51,990,916.

   13F-HR 0001992316-24-000004 filed by Dechtman Wealth Management, LLC
   Filed 2024-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

4. period ended2024-03-31

   13F/A 507,288 shares

   Change vs previous 13F +34,640 shares

   10.97% of the 13F portfolio, value $47,035,784.

   13F-HR/A 0001992316-24-000003 filed by Dechtman Wealth Management, LLC
   Filed 2024-04-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

5. period ended2023-12-31

   13F 472,648 shares

   Change vs previous 13F +80,183 shares

   10.31% of the 13F portfolio, value $39,210,000.

   13F-HR 0001992316-24-000001 filed by Dechtman Wealth Management, LLC
   Filed 2024-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

6. period ended2023-09-30

   13F 392,465 shares

   Change vs previous 13F +73,882 shares

   8.45% of the 13F portfolio, value $28,540,000.

   13F-HR 0001992316-23-000004 filed by Dechtman Wealth Management, LLC
   Filed 2023-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 318,583 shares

   Change vs previous 13F not available

   7.11% of the 13F portfolio, value $23,877,781.

   13F-HR 0001992316-23-000003 filed by Dechtman Wealth Management, LLC
   Filed 2023-09-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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