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Disclosery

Jentner Corp: SCHG position timeline

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

Jentner Corp held 26,098 SCHG shares at 2025-06-30 per its 13F-HR filed 2025-07-16.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 26,098 shares
    Change vs previous 13F -781 shares

    0.2% of the 13F portfolio, value $762,323.

    13F-HR 0001172661-25-002627 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 26,879 shares
    Change vs previous 13F -1,063 shares

    0.2% of the 13F portfolio, value $673,050.

    13F-HR 0001172661-25-002024 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 27,942 shares
    Change vs previous 13F +18,057 shares

    0.23% of the 13F portfolio, value $778,744.

    13F-HR 0001172661-25-001023 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 9,885 shares
    Change vs previous 13F -787 shares

    0.32% of the 13F portfolio, value $1,029,819.

    13F-HR 0001172661-24-004883 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 10,672 shares
    Change vs previous 13F -264 shares

    0.36% of the 13F portfolio, value $1,076,164.

    13F-HR 0001172661-24-003476 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 10,936 shares
    Change vs previous 13F -69 shares

    0.36% of the 13F portfolio, value $1,013,986.

    13F-HR 0001172661-24-002378 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 11,005 shares
    Change vs previous 13F -339 shares

    0.35% of the 13F portfolio, value $912,975.

    13F-HR 0001172661-24-001564 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 11,344 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $824,936.

    13F-HR 0001172661-23-003824 filed by Jentner Corp
    Filed (acceptance time not in the bulk data set), ingested

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