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Keudell/Morrison Wealth Management: SCHG position timeline

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

Keudell/Morrison Wealth Management held 196,784 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,784 shares
    Change vs previous 13F +5,041 shares

    1.26% of the 13F portfolio, value $6,659,171.

    13F-HR 0002085853-26-000737 filed by Keudell/Morrison Wealth Management
    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 191,743 shares
    Change vs previous 13F +8,918 shares

    1.14% of the 13F portfolio, value $5,585,474.

    13F-HR 0002085853-26-000412 filed by Keudell/Morrison Wealth Management
    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 182,825 shares
    Change vs previous 13F +12,931 shares

    1.25% of the 13F portfolio, value $5,963,752.

    13F-HR 0002085853-26-000218 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 169,894 shares
    Change vs previous 13F +3,727 shares

    1.1% of the 13F portfolio, value $4,962,604.

    13F-HR 0001667731-25-000921 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 166,167 shares
    Change vs previous 13F +27,523 shares

    0.98% of the 13F portfolio, value $4,160,822.

    13F-HR 0001667731-25-000495 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 138,644 shares
    Change vs previous 13F +105,626 shares

    1.01% of the 13F portfolio, value $3,864,008.

    13F-HR 0001667731-25-000109 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 33,018 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,439,815.

    13F-HR 0001785498-24-000004 filed by Keudell/Morrison Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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