Skip to content
Disclosery

FinDec Wealth Services, Inc.: SCHG position timeline

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

FinDec Wealth Services, Inc. held 334,533 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334,533 shares
    Change vs previous 13F -34,761 shares

    13.37% of the 13F portfolio, value $11,320,589.

    13F-HR 0001172661-26-003109 filed by FinDec Wealth Services, 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 369,294 shares
    Change vs previous 13F -16,818 shares

    13.15% of the 13F portfolio, value $10,757,543.

    13F-HR 0001172661-26-001601 filed by FinDec Wealth Services, 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 386,112 shares
    Change vs previous 13F -25,899 shares

    13.51% of the 13F portfolio, value $12,594,981.

    13F-HR 0001172661-26-000532 filed by FinDec Wealth Services, 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 412,011 shares
    Change vs previous 13F -41,656 shares

    13.61% of the 13F portfolio, value $13,147,272.

    13F-HR 0001172661-25-004389 filed by FinDec Wealth Services, 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 453,667 shares
    Change vs previous 13F -35,249 shares

    13.86% of the 13F portfolio, value $13,251,604.

    13F-HR 0001172661-25-002708 filed by FinDec Wealth Services, 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 488,916 shares
    Change vs previous 13F +322,242 shares

    12.1% of the 13F portfolio, value $12,242,448.

    13F-HR 0001172661-25-002097 filed by FinDec Wealth Services, 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 166,674 shares
    Change vs previous 13F +114,181 shares

    3.23% of the 13F portfolio, value $4,645,196.

    13F-HR 0001172661-25-001071 filed by FinDec Wealth Services, 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 52,493 shares
    Change vs previous 13F not available

    3.17% of the 13F portfolio, value $5,468,700.

    13F-HR 0001172661-24-004828 filed by FinDec Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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