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Disclosery

McCarthy Asset Management, Inc.: SCHG position timeline

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

McCarthy Asset Management, Inc. held 361,545 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 361,545 shares
    Change vs previous 13F +7,157 shares

    5.8% of the 13F portfolio, value $12,234,670.

    13F-HR 0001951757-26-001203 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 354,388 shares
    Change vs previous 13F +9,632 shares

    6.03% of the 13F portfolio, value $11,560,130.

    13F-HR 0001843169-26-000001 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 344,756 shares
    Change vs previous 13F +4,907 shares

    7.06% of the 13F portfolio, value $11,001,148.

    13F-HR 0001843169-25-000003 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 339,849 shares
    Change vs previous 13F -19,248 shares

    6.74% of the 13F portfolio, value $9,926,992.

    13F-HR 0001095449-25-000055 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 359,097 shares
    Change vs previous 13F -4,431 shares

    6.51% of the 13F portfolio, value $8,991,777.

    13F-HR 0001095449-25-000036 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 363,528 shares
    Change vs previous 13F +267,049 shares

    7.15% of the 13F portfolio, value $10,131,514.

    13F-HR 0001095449-25-000010 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 96,479 shares
    Change vs previous 13F not available

    6.25% of the 13F portfolio, value $10,051,194.

    13F-HR 0001095449-24-000088 filed by McCarthy Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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