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Institute for Wealth Management, LLC.: SCHG position timeline

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

Institute for Wealth Management, LLC. held 234,282 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,282 shares
    Change vs previous 13F +7,109 shares

    0.7% of the 13F portfolio, value $7,928,109.

    13F-HR 0001754960-26-000654 filed by Institute for 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 227,173 shares
    Change vs previous 13F -2,692 shares

    0.71% of the 13F portfolio, value $6,617,557.

    13F-HR 0001754960-26-000382 filed by Institute for 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 229,865 shares
    Change vs previous 13F -1,016 shares

    0.79% of the 13F portfolio, value $7,498,188.

    13F-HR 0002085853-26-000093 filed by Institute for 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 230,881 shares
    Change vs previous 13F -8,820 shares

    0.77% of the 13F portfolio, value $7,367,414.

    13F-HR 0002085853-25-000109 filed by Institute for 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 239,701 shares
    Change vs previous 13F -1,911 shares

    0.78% of the 13F portfolio, value $7,001,678.

    13F-HR 0001667731-25-000874 filed by Institute for 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 241,612 shares
    Change vs previous 13F -1,944 shares

    0.78% of the 13F portfolio, value $6,049,976.

    13F-HR 0001667731-25-000461 filed by Institute for 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 243,556 shares
    Change vs previous 13F +180,930 shares

    0.85% of the 13F portfolio, value $6,787,895.

    13F-HR 0001667731-25-000105 filed by Institute for 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 62,626 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $6,524,357.

    13F-HR 0001533954-24-000005 filed by Institute for Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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