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Disclosery

FAS Wealth Partners, Inc.: SCHG position timeline

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

FAS Wealth Partners, Inc. held 348,035 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 348,035 shares
    Change vs previous 13F -7,388 shares

    0.61% of the 13F portfolio, value $11,777,493.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 355,423 shares
    Change vs previous 13F -18,260 shares

    0.64% of the 13F portfolio, value $10,353,486.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, 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 373,683 shares
    Change vs previous 13F +171 shares

    0.79% of the 13F portfolio, value $12,189,552.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, 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 373,512 shares
    Change vs previous 13F -19,835 shares

    0.81% of the 13F portfolio, value $11,918,778.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, 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 393,347 shares
    Change vs previous 13F -770 shares

    0.85% of the 13F portfolio, value $11,489,666.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, 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 394,117 shares
    Change vs previous 13F -18,076 shares

    0.81% of the 13F portfolio, value $9,868,690.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, 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 412,193 shares
    Change vs previous 13F +307,488 shares

    0.97% of the 13F portfolio, value $11,487,807.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 104,705 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $10,908,150.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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