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MISSION WEALTH MANAGEMENT, LP: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on SCHG, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 867,299 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 867,299 shares
    Change vs previous 13F +829,053 shares

    0.37% of the 13F portfolio, value $29,349,412.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 38,246 shares
    Change vs previous 13F +166 shares

    0.02% of the 13F portfolio, value $1,114,100.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 38,080 shares
    Change vs previous 13F +4 shares

    0.03% of the 13F portfolio, value $1,242,170.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 38,076 shares
    Change vs previous 13F +5,428 shares

    0.02% of the 13F portfolio, value $1,215,017.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 32,648 shares
    Change vs previous 13F +3,781 shares

    0.02% of the 13F portfolio, value $953,644.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 28,867 shares
    Change vs previous 13F -266 shares

    0.02% of the 13F portfolio, value $722,836.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 29,133 shares
    Change vs previous 13F +21,851 shares

    0.02% of the 13F portfolio, value $811,928.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 7,282 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $758,671.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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