Frontier Wealth Management LLC: SCHG position timeline

Frontier Wealth Management LLC held 12,609 SCHG shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

1. period ended2022-06-30

   13F/A 12,609 shares

   Change vs previous 13F -697 shares

   0.05% of the 13F portfolio, value $731,000.

   13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
   Filed 2022-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 13,306 shares

   Change vs previous 13F +6,126 shares

   0.01% of the 13F portfolio, value $938,000.

   13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
   Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 7,180 shares

   Change vs previous 13F -419 shares

   0.08% of the 13F portfolio, value $1,176,000.

   13F-HR 0001085146-22-000509 filed by Frontier Wealth Management LLC
   Filed 2022-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 7,599 shares

   Change vs previous 13F +512 shares

   0.08% of the 13F portfolio, value $1,125,000.

   13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2021-06-30

   13F 7,087 shares

   Change vs previous 13F +207 shares

   0.07% of the 13F portfolio, value $1,034,000.

   13F-HR 0001085146-21-002471 filed by Frontier Wealth Management LLC
   Filed 2021-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

6. period ended2021-03-31

   13F 6,880 shares

   Change vs previous 13F -276 shares

   0.07% of the 13F portfolio, value $893,000.

   13F-HR 0001085146-21-001775 filed by Frontier Wealth Management LLC
   Filed 2021-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

7. period ended2020-12-31

   13F 7,156 shares

   Change vs previous 13F +8 shares

   0.08% of the 13F portfolio, value $919,000.

   13F-HR 0001085146-21-000993 filed by Frontier Wealth Management LLC
   Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

8. period ended2020-09-30

   13F 7,148 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $823,000.

   13F-HR 0001085146-20-002949 filed by Frontier Wealth Management LLC
   Filed 2020-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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