Joseph P. Lucia & Associates, LLC: SCHG position timeline

Joseph P. Lucia & Associates, LLC held 220,706 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 220,706 shares

   Change vs previous 13F -5,583 shares

   2.25% of the 13F portfolio, value $7,468,706.

   13F-HR 0001172661-26-003168 filed by Joseph P. Lucia & Associates, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 226,289 shares

   Change vs previous 13F -3,654 shares

   2.36% of the 13F portfolio, value $6,591,810.

   13F-HR 0001172661-26-002008 filed by Joseph P. Lucia & Associates, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 229,943 shares

   Change vs previous 13F -6,926 shares

   2.71% of the 13F portfolio, value $7,500,741.

   13F-HR 0001172661-26-000357 filed by Joseph P. Lucia & Associates, LLC
   Filed 2026-01-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 236,869 shares

   Change vs previous 13F -2,480 shares

   2.85% of the 13F portfolio, value $7,558,521.

   13F-HR 0001172661-25-004332 filed by Joseph P. Lucia & Associates, LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 239,349 shares

   Change vs previous 13F +599 shares

   2.86% of the 13F portfolio, value $6,991,384.

   13F-HR 0001172661-25-002861 filed by Joseph P. Lucia & Associates, LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 238,750 shares

   Change vs previous 13F +2,826 shares

   2.73% of the 13F portfolio, value $5,978,299.

   13F-HR 0001172661-25-001800 filed by Joseph P. Lucia & Associates, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 235,924 shares

   Change vs previous 13F +177,108 shares

   2.92% of the 13F portfolio, value $6,575,196.

   13F-HR 0001172661-25-000309 filed by Joseph P. Lucia & Associates, LLC
   Filed 2025-01-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 58,816 shares

   Change vs previous 13F not available

   2.82% of the 13F portfolio, value $6,127,495.

   13F-HR 0001172661-24-004326 filed by Joseph P. Lucia & Associates, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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