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Disclosery

Kathmere Capital Management, LLC: SCHG position timeline

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

Kathmere Capital Management, LLC held 35,800 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,800 shares
    Change vs previous 13F +2,241 shares

    0.06% of the 13F portfolio, value $1,211,475.

    13F-HR 0001794543-26-000011 filed by Kathmere Capital 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 ended2026-03-31
    13F 33,559 shares
    Change vs previous 13F +796 shares

    0.06% of the 13F portfolio, value $977,575.

    13F-HR 0001794543-26-000005 filed by Kathmere Capital 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 ended2025-12-31
    13F 32,763 shares
    Change vs previous 13F +189 shares

    0.07% of the 13F portfolio, value $1,068,729.

    13F-HR 0001794543-26-000001 filed by Kathmere Capital 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 ended2025-09-30
    13F 32,574 shares
    Change vs previous 13F -14,617 shares

    0.07% of the 13F portfolio, value $1,039,436.

    13F-HR 0001794543-25-000010 filed by Kathmere Capital 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 ended2025-06-30
    13F 47,191 shares
    Change vs previous 13F +2,495 shares

    0.11% of the 13F portfolio, value $1,378,458.

    13F-HR 0001794543-25-000008 filed by Kathmere Capital 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 ended2025-03-31
    13F 44,696 shares
    Change vs previous 13F +2,027 shares

    0.1% of the 13F portfolio, value $1,119,188.

    13F-HR 0001794543-25-000007 filed by Kathmere Capital 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 ended2024-12-31
    13F 42,669 shares
    Change vs previous 13F +32,897 shares

    0.11% of the 13F portfolio, value $1,189,185.

    13F-HR 0001794543-25-000001 filed by Kathmere Capital 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 ended2024-09-30
    13F 9,772 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,018,046.

    13F-HR 0001794543-24-000008 filed by Kathmere Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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