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MidAtlantic Capital Management, Inc.: SCHG position timeline

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

MidAtlantic Capital Management, Inc. held 54,287 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 54,287 shares
    Change vs previous 13F -342 shares

    1.14% of the 13F portfolio, value $1,837,071.

    13F-HR 0002042068-26-000007 filed by MidAtlantic Capital 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 ended2026-03-31
    13F 54,629 shares
    Change vs previous 13F -4,050 shares

    1.1% of the 13F portfolio, value $1,591,329.

    13F-HR 0002042068-26-000002 filed by MidAtlantic Capital 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 ended2025-12-31
    13F 58,679 shares
    Change vs previous 13F +118 shares

    1.23% of the 13F portfolio, value $1,914,113.

    13F-HR 0002042068-26-000001 filed by MidAtlantic Capital 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 ended2025-09-30
    13F 58,561 shares
    Change vs previous 13F -6 shares

    1.28% of the 13F portfolio, value $1,868,681.

    13F-HR 0002042068-25-000006 filed by MidAtlantic Capital 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 ended2025-06-30
    13F 58,567 shares
    Change vs previous 13F +6,381 shares

    1.21% of the 13F portfolio, value $1,710,743.

    13F-HR 0002042068-25-000003 filed by MidAtlantic Capital 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 ended2025-03-31
    13F 52,186 shares
    Change vs previous 13F -74 shares

    1.03% of the 13F portfolio, value $1,306,736.

    13F-HR 0002042068-25-000002 filed by MidAtlantic Capital 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 ended2024-12-31
    13F 52,260 shares
    Change vs previous 13F +23,099 shares

    1.07% of the 13F portfolio, value $1,456,473.

    13F-HR 0002042068-25-000001 filed by MidAtlantic Capital Management, Inc.
    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 29,161 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $3,037,943.

    13F-HR 0002042068-24-000001 filed by MidAtlantic Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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