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Disclosery

Marquette Asset Management, LLC: SCHG position timeline

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

Marquette Asset Management, LLC held 4,298,748 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,298,748 shares
    Change vs previous 13F +5,382 shares

    20.28% of the 13F portfolio, value $154,454,020.

    13F-HR 0001395067-26-000005 filed by Marquette Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,293,366 shares
    Change vs previous 13F +26,603 shares

    18.71% of the 13F portfolio, value $145,287,510.

    13F-HR 0001395067-26-000003 filed by Marquette Asset 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 ended2026-03-31
    13F 4,266,763 shares
    Change vs previous 13F +22,527 shares

    18.58% of the 13F portfolio, value $124,290,810.

    13F-HR 0001395067-26-000002 filed by Marquette Asset 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 ended2025-12-31
    13F 4,244,236 shares
    Change vs previous 13F -51,858 shares

    20.44% of the 13F portfolio, value $138,446,983.

    13F-HR 0001395067-26-000001 filed by Marquette Asset 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 ended2025-09-30
    13F 4,296,094 shares
    Change vs previous 13F -15,653 shares

    20.98% of the 13F portfolio, value $137,088,364.

    13F-HR 0001395067-25-000006 filed by Marquette Asset 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 ended2025-06-30
    13F 4,311,747 shares
    Change vs previous 13F +314,063 shares

    21.11% of the 13F portfolio, value $125,946,134.

    13F-HR 0001395067-25-000004 filed by Marquette Asset 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 ended2025-03-31
    13F 3,997,684 shares
    Change vs previous 13F -30,744 shares

    17.64% of the 13F portfolio, value $100,102,011.

    13F-HR 0001395067-25-000003 filed by Marquette Asset 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 ended2024-12-31
    13F 4,028,428 shares
    Change vs previous 13F not available

    18.32% of the 13F portfolio, value $112,272,292.

    13F-HR 0001395067-25-000001 filed by Marquette Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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