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LongView Wealth Management: SCHG position timeline

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

LongView Wealth Management held 153,019 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,019 shares
    Change vs previous 13F +10,262 shares

    1.33% of the 13F portfolio, value $5,178,149.

    13F-HR 0001990190-26-000003 filed by LongView 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 142,757 shares
    Change vs previous 13F +47,187 shares

    1.13% of the 13F portfolio, value $4,498,259.

    13F-HR 0001990190-26-000002 filed by LongView 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 95,570 shares
    Change vs previous 13F +51,218 shares

    0.76% of the 13F portfolio, value $3,145,208.

    13F-HR 0001990190-26-000001 filed by LongView 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 ended2025-09-30
    13F 44,352 shares
    Change vs previous 13F +3,564 shares

    0.38% of the 13F portfolio, value $1,415,257.

    13F-HR 0001990190-25-000008 filed by LongView 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 ended2025-06-30
    13F 40,788 shares
    Change vs previous 13F -141,455 shares

    0.36% of the 13F portfolio, value $1,191,417.

    13F-HR 0001990190-25-000004 filed by LongView 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 ended2025-03-31
    13F 182,243 shares
    Change vs previous 13F +27,164 shares

    1.37% of the 13F portfolio, value $4,563,374.

    13F-HR 0001990190-25-000003 filed by LongView 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 ended2024-12-31
    13F 155,079 shares
    Change vs previous 13F +119,061 shares

    1.32% of the 13F portfolio, value $4,322,048.

    13F-HR 0001990190-25-000001 filed by LongView Wealth Management
    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 36,018 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $3,752,316.

    13F-HR 0001990190-24-000005 filed by LongView Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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