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Disclosery

HCR Wealth Advisors: SCHG position timeline

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

HCR Wealth Advisors held 152,848 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 152,848 shares
    Change vs previous 13F +799 shares

    0.46% of the 13F portfolio, value $5,172,388.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 152,049 shares
    Change vs previous 13F -13,493 shares

    0.46% of the 13F portfolio, value $4,429,195.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 165,542 shares
    Change vs previous 13F +25 shares

    0.53% of the 13F portfolio, value $5,399,990.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 165,517 shares
    Change vs previous 13F +886 shares

    0.55% of the 13F portfolio, value $5,326,347.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 164,631 shares
    Change vs previous 13F -1,189 shares

    0.57% of the 13F portfolio, value $4,808,893.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 165,820 shares
    Change vs previous 13F +989 shares

    0.54% of the 13F portfolio, value $4,152,136.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 164,831 shares
    Change vs previous 13F +123,804 shares

    0.58% of the 13F portfolio, value $4,593,853.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 41,027 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $4,274,242.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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