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GW HENSSLER & ASSOCIATES LTD: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on SCHG, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 257,694 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 257,694 shares
    Change vs previous 13F +1,848 shares

    0.39% of the 13F portfolio, value $8,720,355.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 255,846 shares
    Change vs previous 13F +81,294 shares

    0.35% of the 13F portfolio, value $7,452,784.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 174,552 shares
    Change vs previous 13F +116,221 shares

    0.27% of the 13F portfolio, value $5,693,894.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 58,331 shares
    Change vs previous 13F -5,058 shares

    0.09% of the 13F portfolio, value $1,861,357.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 63,389 shares
    Change vs previous 13F -10,917 shares

    0.1% of the 13F portfolio, value $1,851,590.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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/A 74,306 shares
    Change vs previous 13F +54,903 shares

    0.11% of the 13F portfolio, value $1,860,611.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    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 19,403 shares
    Change vs previous 13F -308 shares

    0.12% of the 13F portfolio, value $2,021,431.

    13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
    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 19,711 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,053,518.

    13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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