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Diversified Portfolios, Inc.: SCHG position timeline

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

Diversified Portfolios, Inc. held 0 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -12,581 shares

    13F-HR 0000905729-26-000142 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 12,581 shares
    Change vs previous 13F -885 shares

    0.03% of the 13F portfolio, value $366,478.

    13F-HR 0000905729-26-000095 filed by Diversified Portfolios, Inc.
    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 13,466 shares
    Change vs previous 13F -3,187 shares

    0.04% of the 13F portfolio, value $439,250.

    13F-HR 0000905729-26-000035 filed by Diversified Portfolios, Inc.
    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 16,653 shares
    Change vs previous 13F -985 shares

    0.05% of the 13F portfolio, value $531,406.

    13F-HR 0000905729-25-000183 filed by Diversified Portfolios, Inc.
    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 17,638 shares
    Change vs previous 13F -2,184 shares

    0.05% of the 13F portfolio, value $515,220.

    13F-HR 0000905729-25-000138 filed by Diversified Portfolios, Inc.
    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 19,822 shares
    Change vs previous 13F -4,010 shares

    0.05% of the 13F portfolio, value $496,344.

    13F-HR 0000905729-25-000079 filed by Diversified Portfolios, Inc.
    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 23,832 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $664,196.

    13F-HR 0000905729-25-000021 filed by Diversified Portfolios, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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