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McKinley Carter Wealth Services, Inc.: SCHG position timeline

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

McKinley Carter Wealth Services, Inc. held 55,969 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 55,969 shares
    Change vs previous 13F +1,854 shares

    0.1% of the 13F portfolio, value $1,894,007.

    13F-HR 0001484265-26-000003 filed by McKinley Carter Wealth Services, Inc.
    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 54,115 shares
    Change vs previous 13F -3,305 shares

    0.09% of the 13F portfolio, value $1,576,380.

    13F-HR 0001484265-26-000002 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 57,420 shares
    Change vs previous 13F -22,411 shares

    0.1% of the 13F portfolio, value $1,873,031.

    13F-HR 0001484265-26-000001 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 79,831 shares
    Change vs previous 13F -1,380 shares

    0.13% of the 13F portfolio, value $2,547,421.

    13F-HR 0001484265-25-000003 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 81,211 shares
    Change vs previous 13F +58,943 shares

    0.13% of the 13F portfolio, value $2,372,159.

    13F-HR 0001085146-25-004115 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 22,268 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $557,600.

    13F-HR 0001085146-25-002110 filed by McKinley Carter Wealth Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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