Skip to content
Disclosery

IHT Wealth Management, LLC: SCHG position timeline

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

IHT Wealth Management, LLC held 141,541 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 141,541 shares
    Change vs previous 13F -33,539 shares

    0.1% of the 13F portfolio, value $4,789,744.

    13F-HR 0001104659-26-096531 filed by IHT 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 175,080 shares
    Change vs previous 13F -60,343 shares

    0.12% of the 13F portfolio, value $5,100,083.

    13F-HR 0001104659-26-061899 filed by IHT 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 235,423 shares
    Change vs previous 13F -109,128 shares

    0.19% of the 13F portfolio, value $7,679,508.

    13F-HR 0001104659-26-016011 filed by IHT 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 344,551 shares
    Change vs previous 13F -67,798 shares

    0.28% of the 13F portfolio, value $10,994,618.

    13F-HR 0001104659-25-112424 filed by IHT 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 412,349 shares
    Change vs previous 13F +93,052 shares

    0.33% of the 13F portfolio, value $12,044,698.

    13F-HR 0001104659-25-078291 filed by IHT 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 319,297 shares
    Change vs previous 13F +6,899 shares

    0.25% of the 13F portfolio, value $7,995,206.

    13F-HR 0001104659-25-049059 filed by IHT 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 312,398 shares
    Change vs previous 13F +153,252 shares

    0.28% of the 13F portfolio, value $8,706,534.

    13F-HR 0001104659-25-013520 filed by IHT 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 159,146 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $16,466,766.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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