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LOWE BROCKENBROUGH & CO INC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LOWE BROCKENBROUGH & CO INC on SCHG, newest first. How the timeline and the estimate are built.

LOWE BROCKENBROUGH & CO INC held 1,713,342 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,713,342 shares
    Change vs previous 13F +166,470 shares

    2.58% of the 13F portfolio, value $57,979,493.

    13F-HR 0001398344-26-013315 filed by LOWE BROCKENBROUGH & CO INC
    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 1,546,872 shares
    Change vs previous 13F +1,074,695 shares

    2.25% of the 13F portfolio, value $45,060,381.

    13F-HR 0001398344-26-008674 filed by LOWE BROCKENBROUGH & CO INC
    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 472,177 shares
    Change vs previous 13F -20,970 shares

    0.76% of the 13F portfolio, value $15,402,414.

    13F-HR 0001398344-26-002713 filed by LOWE BROCKENBROUGH & CO INC
    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 493,147 shares
    Change vs previous 13F -4,360 shares

    0.81% of the 13F portfolio, value $15,736,321.

    13F-HR 0001398344-25-020376 filed by LOWE BROCKENBROUGH & CO INC
    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 497,507 shares
    Change vs previous 13F -39,206 shares

    0.82% of the 13F portfolio, value $14,532,179.

    13F-HR 0001398344-25-014939 filed by LOWE BROCKENBROUGH & CO INC
    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 536,713 shares
    Change vs previous 13F -6,259 shares

    0.88% of the 13F portfolio, value $13,439,294.

    13F-HR 0001398344-25-009243 filed by LOWE BROCKENBROUGH & CO INC
    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 542,972 shares
    Change vs previous 13F +397,584 shares

    0.97% of the 13F portfolio, value $15,132,630.

    13F-HR 0001398344-25-002398 filed by LOWE BROCKENBROUGH & CO INC
    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 145,388 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $15,146,522.

    13F-HR 0001398344-24-019524 filed by LOWE BROCKENBROUGH & CO INC
    Filed (acceptance time not in the bulk data set), ingested

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