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JFG Wealth Management, LLC: SCHG position timeline

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

JFG Wealth Management, LLC held 51,584 SCHG shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 51,584 shares
    Change vs previous 13F -1,797 shares

    0.32% of the 13F portfolio, value $1,646,031.

    13F-HR 0001172661-25-004522 filed by JFG 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 ended2025-06-30
    13F 53,381 shares
    Change vs previous 13F +1,895 shares

    0.33% of the 13F portfolio, value $1,559,271.

    13F-HR 0001172661-25-002960 filed by JFG 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 ended2025-03-31
    13F 51,486 shares
    Change vs previous 13F +58 shares

    0.29% of the 13F portfolio, value $1,289,200.

    13F-HR 0001172661-25-001676 filed by JFG 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 ended2024-12-31
    13F 51,428 shares
    Change vs previous 13F +38,585 shares

    0.33% of the 13F portfolio, value $1,433,311.

    13F-HR 0001172661-25-000493 filed by JFG 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 ended2024-09-30
    13F 12,843 shares
    Change vs previous 13F +27 shares

    0.37% of the 13F portfolio, value $1,338,011.

    13F-HR 0001172661-24-004421 filed by JFG 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 ended2024-06-30
    13F 12,816 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,292,376.

    13F-HR 0001172661-24-003043 filed by JFG 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 ended2024-03-31
    13F 12,816 shares
    Change vs previous 13F -2,928 shares

    0.32% of the 13F portfolio, value $1,188,309.

    13F-HR 0001172661-24-002137 filed by JFG 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 ended2023-12-31
    13F 15,744 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,306,160.

    13F-HR 0001172661-24-000469 filed by JFG Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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