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Disclosery

Ironwood Financial, llc: SCHG position timeline

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

Ironwood Financial, llc held 15,471 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,471 shares
    Change vs previous 13F -317 shares

    0.08% of the 13F portfolio, value $531,743.

    13F-HR 0001630360-26-000005 filed by Ironwood Financial, 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 15,788 shares
    Change vs previous 13F +70 shares

    0.08% of the 13F portfolio, value $459,908.

    13F-HR 0001630360-26-000003 filed by Ironwood Financial, 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 15,718 shares
    Change vs previous 13F -961 shares

    0.09% of the 13F portfolio, value $517,282.

    13F-HR 0001630360-26-000001 filed by Ironwood Financial, 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 16,679 shares
    Change vs previous 13F -848 shares

    0.09% of the 13F portfolio, value $532,230.

    13F-HR 0001630360-25-000002 filed by Ironwood Financial, 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 17,527 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $438,877.

    13F-HR 0001085146-25-004092 filed by Ironwood Financial, 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 17,527 shares
    Change vs previous 13F +384 shares

    0.09% of the 13F portfolio, value $438,877.

    13F-HR 0001085146-25-002106 filed by Ironwood Financial, 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 17,143 shares
    Change vs previous 13F +12,926 shares

    0.1% of the 13F portfolio, value $477,775.

    13F-HR 0001085146-25-000261 filed by Ironwood Financial, 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 4,217 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $439,327.

    13F-HR 0001085146-24-004963 filed by Ironwood Financial, llc
    Filed (acceptance time not in the bulk data set), ingested

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