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Heritage Wealth Management, Inc. /CA/: SCHG position timeline

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

Heritage Wealth Management, Inc. /CA/ held 389,301 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 389,301 shares
    Change vs previous 13F +9,930 shares

    6.57% of the 13F portfolio, value $13,173,958.

    13F-HR 0001420506-26-001271 filed by Heritage Wealth Management, Inc. /CA/
    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 379,371 shares
    Change vs previous 13F +25,247 shares

    6.17% of the 13F portfolio, value $11,051,071.

    13F-HR 0001420506-26-000911 filed by Heritage Wealth Management, Inc. /CA/
    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 354,124 shares
    Change vs previous 13F -17,779 shares

    7.48% of the 13F portfolio, value $11,551,519.

    13F-HR 0001420506-26-000168 filed by Heritage Wealth Management, Inc. /CA/
    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 371,903 shares
    Change vs previous 13F -18,393 shares

    8.1% of the 13F portfolio, value $11,867,425.

    13F-HR 0001420506-25-003005 filed by Heritage Wealth Management, Inc. /CA/
    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 390,296 shares
    Change vs previous 13F +47,302 shares

    8.64% of the 13F portfolio, value $11,400,532.

    13F-HR 0001941040-25-000364 filed by Heritage Wealth Management, Inc. /CA/
    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 342,994 shares
    Change vs previous 13F +2,806 shares

    7.33% of the 13F portfolio, value $8,588,560.

    13F-HR 0001941040-25-000247 filed by Heritage Wealth Management, Inc. /CA/
    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 340,188 shares
    Change vs previous 13F +251,527 shares

    8.09% of the 13F portfolio, value $9,481,047.

    13F-HR 0001941040-25-000121 filed by Heritage Wealth Management, Inc. /CA/
    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 88,661 shares
    Change vs previous 13F not available

    8.33% of the 13F portfolio, value $9,236,714.

    13F-HR 0001941040-24-000442 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

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