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Gray Wealth Management Inc.: SCHG position timeline

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

Gray Wealth Management Inc. held 55,143 SCHG shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 55,143 shares
    Change vs previous 13F +41,702 shares

    0.58% of the 13F portfolio, value $1,536,828.

    13F-HR 0001172661-25-000605 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 13,441 shares
    Change vs previous 13F -298 shares

    0.55% of the 13F portfolio, value $1,400,284.

    13F-HR 0001172661-24-004327 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 13,739 shares
    Change vs previous 13F +418 shares

    0.6% of the 13F portfolio, value $1,385,405.

    13F-HR 0001172661-24-003175 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 13,321 shares
    Change vs previous 13F +777 shares

    0.55% of the 13F portfolio, value $1,235,090.

    13F-HR 0001172661-24-001980 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 12,544 shares
    Change vs previous 13F -580 shares

    0.51% of the 13F portfolio, value $1,040,685.

    13F-HR 0001172661-24-000409 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 13,124 shares
    Change vs previous 13F +1,266 shares

    0.49% of the 13F portfolio, value $954,391.

    13F-HR 0001172661-23-003514 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 11,858 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $888,757.

    13F-HR 0001172661-23-003026 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 11,858 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $772,772.

    13F-HR 0001172661-23-001660 filed by Gray Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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