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FRG Family Wealth Advisors LLC: SCHG position timeline

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

FRG Family Wealth Advisors LLC held 641,988 SCHG shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 641,988 shares
    Change vs previous 13F -50,495 shares

    3.06% of the 13F portfolio, value $18,701,098.

    13F-HR 0001893327-26-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 692,483 shares
    Change vs previous 13F -19,282 shares

    3.51% of the 13F portfolio, value $22,588,791.

    13F-HR 0001893327-26-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 711,765 shares
    Change vs previous 13F -7,197 shares

    3.66% of the 13F portfolio, value $22,712,434.

    13F-HR 0001893327-25-000008 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 718,962 shares
    Change vs previous 13F +16,110 shares

    3.65% of the 13F portfolio, value $21,000,880.

    13F-HR 0001893327-25-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 702,852 shares
    Change vs previous 13F +3,970 shares

    3.4% of the 13F portfolio, value $17,599,414.

    13F-HR 0001893327-25-000002 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 698,882 shares
    Change vs previous 13F +526,162 shares

    3.54% of the 13F portfolio, value $19,477,841.

    13F-HR 0001893327-25-000001 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 172,720 shares
    Change vs previous 13F -14,494 shares

    3.22% of the 13F portfolio, value $17,993,970.

    13F-HR 0001893327-24-000005 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 187,214 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $17,521,358.

    13F-HR 0001893327-24-000003 filed by FRG Family Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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