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Latko Wealth Management, Ltd.: SCHG position timeline

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

Latko Wealth Management, Ltd. held 226,197 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,197 shares
    Change vs previous 13F -4,863 shares

    3.25% of the 13F portfolio, value $7,654,491.

    13F-HR 0001937769-26-000004 filed by Latko Wealth Management, Ltd.
    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 231,060 shares
    Change vs previous 13F +34,986 shares

    3.28% of the 13F portfolio, value $6,730,768.

    13F-HR 0001937769-26-000003 filed by Latko Wealth Management, Ltd.
    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 196,074 shares
    Change vs previous 13F +47,382 shares

    3.13% of the 13F portfolio, value $6,395,935.

    13F-HR 0001937769-26-000002 filed by Latko Wealth Management, Ltd.
    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 148,692 shares
    Change vs previous 13F +33,609 shares

    2.41% of the 13F portfolio, value $4,744,757.

    13F-HR 0001937769-25-000009 filed by Latko Wealth Management, Ltd.
    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 115,083 shares
    Change vs previous 13F +10,469 shares

    1.89% of the 13F portfolio, value $3,362,000.

    13F-HR 0001937769-25-000006 filed by Latko Wealth Management, Ltd.
    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 104,614 shares
    Change vs previous 13F +2,635 shares

    1.7% of the 13F portfolio, value $2,620,000.

    13F-HR 0001937769-25-000005 filed by Latko Wealth Management, Ltd.
    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 101,979 shares
    Change vs previous 13F +77,439 shares

    1.68% of the 13F portfolio, value $2,842,000.

    13F-HR 0001937769-25-000001 filed by Latko Wealth Management, Ltd.
    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 24,540 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $2,557,000.

    13F-HR 0001937769-24-000001 filed by Latko Wealth Management, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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