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John W. Brooker & Co., CPAs: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on SCHG, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 38,596 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,596 shares
    Change vs previous 13F -9,993 shares

    1.58% of the 13F portfolio, value $1,306,076.

    13F-HR 0001798926-26-000003 filed by John W. Brooker & Co., CPAs
    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 48,589 shares
    Change vs previous 13F -6,925 shares

    2.23% of the 13F portfolio, value $1,415,404.

    13F-HR 0001798926-26-000002 filed by John W. Brooker & Co., CPAs
    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 55,514 shares
    Change vs previous 13F -7,779 shares

    3.24% of the 13F portfolio, value $1,810,868.

    13F-HR 0001798926-26-000001 filed by John W. Brooker & Co., CPAs
    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 63,293 shares
    Change vs previous 13F +71 shares

    4.1% of the 13F portfolio, value $2,019,680.

    13F-HR 0001798926-25-000012 filed by John W. Brooker & Co., CPAs
    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 63,222 shares
    Change vs previous 13F -226,678 shares

    4.36% of the 13F portfolio, value $1,860,631.

    13F-HR 0001798926-25-000009 filed by John W. Brooker & Co., CPAs
    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 289,900 shares
    Change vs previous 13F +2,715 shares

    3% of the 13F portfolio, value $7,259,101.

    13F-HR 0001798926-25-000002 filed by John W. Brooker & Co., CPAs
    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 287,185 shares
    Change vs previous 13F +215,152 shares

    3.45% of the 13F portfolio, value $8,003,840.

    13F-HR 0001798926-25-000001 filed by John W. Brooker & Co., CPAs
    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 72,033 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $7,504,416.

    13F-HR 0001798926-24-000005 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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