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Disclosery

HighMark Wealth Management LLC: SCHG position timeline

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

HighMark Wealth Management LLC held 2,058 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,058 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $69,633.

    13F-HR 0001802451-26-000003 filed by HighMark Wealth 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 2,056 shares
    Change vs previous 13F -7,157 shares

    0.02% of the 13F portfolio, value $59,879.

    13F-HR 0001802451-26-000002 filed by HighMark Wealth 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 9,213 shares
    Change vs previous 13F +9 shares

    0.12% of the 13F portfolio, value $300,527.

    13F-HR 0001802451-26-000001 filed by HighMark Wealth 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 9,204 shares
    Change vs previous 13F +1,958 shares

    0.13% of the 13F portfolio, value $293,699.

    13F-HR 0001802451-25-000008 filed by HighMark Wealth 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 7,246 shares
    Change vs previous 13F +5,199 shares

    0.1% of the 13F portfolio, value $211,654.

    13F-HR 0001802451-25-000004 filed by HighMark Wealth 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 2,047 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $51,259.

    13F-HR 0001802451-25-000003 filed by HighMark Wealth 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 2,045 shares
    Change vs previous 13F +1,534 shares

    0.03% of the 13F portfolio, value $56,990.

    13F-HR 0001802451-25-000001 filed by HighMark Wealth 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 511 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $53,200.

    13F-HR 0001802451-24-000005 filed by HighMark Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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