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Disclosery

Horizon Investments, LLC: SCHG position timeline

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

Horizon Investments, LLC held 60 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $2,030.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, 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 124 shares
    Change vs previous 13F +62 shares

    <0.01% of the 13F portfolio, value $3,612.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, 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 62 shares
    Change vs previous 13F -672 shares

    <0.01% of the 13F portfolio, value $2,022.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, 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 734 shares
    Change vs previous 13F +291 shares

    <0.01% of the 13F portfolio, value $23,422.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, 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 443 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $12,940.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, 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 443 shares
    Change vs previous 13F -300 shares

    <0.01% of the 13F portfolio, value $11,093.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, 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 743 shares
    Change vs previous 13F +647 shares

    <0.01% of the 13F portfolio, value $20,707.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, 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 96 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,500.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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