Skip to content
Disclosery

Family Asset Management, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Family Asset Management, LLC on SCHG, newest first. How the timeline and the estimate are built.

Family Asset Management, LLC held 186,741 SCHG shares at 2024-09-30 per its 13F-HR filed 2024-10-30.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 186,741 shares
    Change vs previous 13F +2,461 shares

    11.7% of the 13F portfolio, value $19,454,631.

    13F-HR 0001398344-24-019645 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 184,280 shares
    Change vs previous 13F -4,059 shares

    11.96% of the 13F portfolio, value $18,582,761.

    13F-HR 0001398344-24-013482 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 188,339 shares
    Change vs previous 13F -10,288 shares

    10.94% of the 13F portfolio, value $17,462,761.

    13F-HR 0001398344-24-009447 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 198,627 shares
    Change vs previous 13F +1,916 shares

    11.03% of the 13F portfolio, value $16,478,069.

    13F-HR 0001398344-24-002198 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 196,711 shares
    Change vs previous 13F -13,527 shares

    10.55% of the 13F portfolio, value $14,304,818.

    13F-HR 0001398344-23-020065 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 210,238 shares
    Change vs previous 13F +20,299 shares

    10.64% of the 13F portfolio, value $15,757,304.

    13F-HR 0001398344-23-013641 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 189,939 shares
    Change vs previous 13F +41,751 shares

    9.05% of the 13F portfolio, value $12,378,314.

    13F-HR 0001398344-23-008667 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 148,188 shares
    Change vs previous 13F not available

    6.84% of the 13F portfolio, value $8,233,346.

    13F-HR 0001398344-23-000709 filed by Family Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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