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HOEY INVESTMENTS, INC: SCHG position timeline

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

HOEY INVESTMENTS, INC held 21,088 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,088 shares
    Change vs previous 13F -1,163 shares

    0.09% of the 13F portfolio, value $713,609.

    13F-HR 0001799544-26-000004 filed by HOEY INVESTMENTS, INC
    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 22,251 shares
    Change vs previous 13F -106 shares

    0.1% of the 13F portfolio, value $648,163.

    13F-HR 0001799544-26-000002 filed by HOEY INVESTMENTS, INC
    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 22,357 shares
    Change vs previous 13F +101 shares

    0.1% of the 13F portfolio, value $729,289.

    13F-HR 0001799544-26-000001 filed by HOEY INVESTMENTS, INC
    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 22,256 shares
    Change vs previous 13F +368 shares

    0.1% of the 13F portfolio, value $710,181.

    13F-HR 0001799544-25-000005 filed by HOEY INVESTMENTS, INC
    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 21,888 shares
    Change vs previous 13F +25 shares

    0.1% of the 13F portfolio, value $639,345.

    13F-HR 0001799544-25-000004 filed by HOEY INVESTMENTS, INC
    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 21,863 shares
    Change vs previous 13F -72 shares

    0.11% of the 13F portfolio, value $547,442.

    13F-HR 0001799544-25-000002 filed by HOEY INVESTMENTS, INC
    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 21,935 shares
    Change vs previous 13F +16,265 shares

    0.1% of the 13F portfolio, value $611,328.

    13F-HR 0001799544-25-000001 filed by HOEY INVESTMENTS, INC
    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 5,670 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $571,757.

    13F-HR 0001799544-24-000008 filed by HOEY INVESTMENTS, INC
    Filed (acceptance time not in the bulk data set), ingested

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