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DHJJ Financial Advisors, Ltd.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHJJ Financial Advisors, Ltd. on SCHG, newest first. How the timeline and the estimate are built.

DHJJ Financial Advisors, Ltd. held 333,458 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 333,458 shares
    Change vs previous 13F +5,194 shares

    3.25% of the 13F portfolio, value $11,284,220.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 328,264 shares
    Change vs previous 13F -3,591 shares

    3.17% of the 13F portfolio, value $9,562,339.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 331,855 shares
    Change vs previous 13F -2,691 shares

    3.6% of the 13F portfolio, value $10,825,110.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 334,546 shares
    Change vs previous 13F -2,689 shares

    3.62% of the 13F portfolio, value $10,675,348.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 337,235 shares
    Change vs previous 13F -2,481 shares

    3.56% of the 13F portfolio, value $9,850,634.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 339,716 shares
    Change vs previous 13F -6,424 shares

    3.43% of the 13F portfolio, value $8,506,478.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 346,140 shares
    Change vs previous 13F +259,123 shares

    3.76% of the 13F portfolio, value $9,646,931.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 87,017 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $9,065,396.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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