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GeoWealth Management, LLC: SCHG position timeline

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

GeoWealth Management, LLC held 195,130 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,130 shares
    Change vs previous 13F +56,978 shares

    0.21% of the 13F portfolio, value $6,603,186.

    13F-HR 0001593387-26-000006 filed by GeoWealth 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 ended2026-03-31
    13F 138,152 shares
    Change vs previous 13F -18,945 shares

    0.14% of the 13F portfolio, value $4,024,329.

    13F-HR 0001593387-26-000004 filed by GeoWealth 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 ended2025-12-31
    13F 157,097 shares
    Change vs previous 13F -15,555 shares

    0.19% of the 13F portfolio, value $5,124,470.

    13F-HR 0001593387-26-000002 filed by GeoWealth 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 ended2025-09-30
    13F 172,652 shares
    Change vs previous 13F +99,870 shares

    0.2% of the 13F portfolio, value $5,509,312.

    13F-HR 0001593387-25-000007 filed by GeoWealth 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 ended2025-06-30
    13F 72,782 shares
    Change vs previous 13F +13,498 shares

    0.08% of the 13F portfolio, value $2,125,957.

    13F-HR 0001593387-25-000006 filed by GeoWealth 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 ended2025-03-31
    13F 59,284 shares
    Change vs previous 13F -176,293 shares

    0.06% of the 13F portfolio, value $1,484,468.

    13F-HR 0001593387-25-000004 filed by GeoWealth 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 ended2024-12-31
    13F 235,577 shares
    Change vs previous 13F +91,834 shares

    0.21% of the 13F portfolio, value $6,565,527.

    13F-HR 0001593387-25-000002 filed by GeoWealth 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 ended2024-09-30
    13F 143,743 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $14,975,199.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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