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Martel Wealth Advisors LLC: SCHG position timeline

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

Martel Wealth Advisors LLC held 448,035 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 448,035 shares
    Change vs previous 13F -7,396 shares

    2.39% of the 13F portfolio, value $15,161,504.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors 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 455,431 shares
    Change vs previous 13F -8,327 shares

    2.26% of the 13F portfolio, value $13,266,705.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors 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 463,758 shares
    Change vs previous 13F -16,549 shares

    2.58% of the 13F portfolio, value $15,127,786.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors 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 480,307 shares
    Change vs previous 13F -22,998 shares

    2.68% of the 13F portfolio, value $15,326,596.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors 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 503,305 shares
    Change vs previous 13F -5,237 shares

    2.73% of the 13F portfolio, value $14,701,539.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors 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 508,542 shares
    Change vs previous 13F -27,328 shares

    2.54% of the 13F portfolio, value $12,733,892.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors 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 535,870 shares
    Change vs previous 13F +400,312 shares

    2.92% of the 13F portfolio, value $14,934,697.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors 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 135,558 shares
    Change vs previous 13F not available

    2.89% of the 13F portfolio, value $14,107,521.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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