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MinichMacGregor Wealth Management, LLC: SCHG position timeline

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

MinichMacGregor Wealth Management, LLC held 491,767 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 491,767 shares
    Change vs previous 13F +7,523 shares

    2.52% of the 13F portfolio, value $16,641,406.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, 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 484,244 shares
    Change vs previous 13F +17,440 shares

    2.49% of the 13F portfolio, value $14,106,041.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth 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 ended2025-12-31
    13F 466,804 shares
    Change vs previous 13F +386 shares

    2.76% of the 13F portfolio, value $15,227,179.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth 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 ended2025-09-30
    13F 466,418 shares
    Change vs previous 13F +158,800 shares

    2.9% of the 13F portfolio, value $14,883,409.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth 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 ended2025-06-30
    13F 307,618 shares
    Change vs previous 13F -398,192 shares

    1.92% of the 13F portfolio, value $8,985,549.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth 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 ended2025-03-31
    13F 705,810 shares
    Change vs previous 13F -607,332 shares

    3.96% of the 13F portfolio, value $17,673,503.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth 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 ended2024-12-31
    13F 1,313,142 shares
    Change vs previous 13F +977,440 shares

    7.6% of the 13F portfolio, value $36,597,291.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth 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 ended2024-09-30
    13F 335,702 shares
    Change vs previous 13F not available

    7.5% of the 13F portfolio, value $34,973,434.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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