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Disclosery

LWM ADVISORS INC: SCHG position timeline

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

LWM ADVISORS INC held 9,482 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,482 shares
    Change vs previous 13F +151 shares

    0.26% of the 13F portfolio, value $340,701.

    13F-HR 0002085853-26-001113 filed by LWM ADVISORS INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,331 shares
    Change vs previous 13F -459 shares

    0.24% of the 13F portfolio, value $315,762.

    13F-HR 0002085853-26-000680 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,790 shares
    Change vs previous 13F +2 shares

    0.25% of the 13F portfolio, value $285,177.

    13F-HR 0002085853-26-000343 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,788 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $319,288.

    13F-HR 0002085853-26-000024 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,787 shares
    Change vs previous 13F -576 shares

    0.28% of the 13F portfolio, value $312,301.

    13F-HR 0002085853-25-000014 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,363 shares
    Change vs previous 13F +1 shares

    0.29% of the 13F portfolio, value $302,696.

    13F-HR 0001667731-25-000739 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,362 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $268,985.

    13F-HR 0001667731-25-000622 filed by LWM ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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