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Lotus Asset Management LLC: SCHG position timeline

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

Lotus Asset Management LLC held 13,254 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,254 shares
    Change vs previous 13F +84 shares

    0.39% of the 13F portfolio, value $476,239.

    13F-HR 0002085853-26-001188 filed by Lotus Asset Management LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,170 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $445,679.

    13F-HR 0002085853-26-001094 filed by Lotus Asset Management LLC
    Accepted , ingested