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MACROVIEW INVESTMENT MANAGEMENT LLC: SCHG position timeline

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

MACROVIEW INVESTMENT MANAGEMENT LLC held 223,933 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,933 shares
    Change vs previous 13F +11,781 shares

    4.71% of the 13F portfolio, value $7,577,891.

    13F-HR 0001214659-26-009083 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    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 212,152 shares
    Change vs previous 13F +2,068 shares

    4.32% of the 13F portfolio, value $6,179,993.

    13F-HR 0001214659-26-005774 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    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 210,084 shares
    Change vs previous 13F -14,714 shares

    4.72% of the 13F portfolio, value $6,852,925.

    13F-HR 0001214659-26-001246 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    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 224,798 shares
    Change vs previous 13F +12,647 shares

    5.39% of the 13F portfolio, value $7,173,318.

    13F-HR 0001214659-25-015272 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    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 212,151 shares
    Change vs previous 13F +8,727 shares

    5.08% of the 13F portfolio, value $6,196,941.

    13F-HR 0001214659-25-010727 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    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 203,424 shares
    Change vs previous 13F +35,119 shares

    4.8% of the 13F portfolio, value $5,093,745.

    13F-HR 0001214659-25-006521 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    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 168,305 shares
    Change vs previous 13F +126,390 shares

    4.76% of the 13F portfolio, value $4,690,649.

    13F-HR 0001214659-25-001613 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    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 41,915 shares
    Change vs previous 13F not available

    4.27% of the 13F portfolio, value $4,366,753.

    13F-HR 0001214659-24-017759 filed by MACROVIEW INVESTMENT MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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