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MONTAG & CALDWELL, LLC: SCHG position timeline

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

MONTAG & CALDWELL, LLC held 64,024 SCHG shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 64,024 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $1,870,141.

    13F-HR 0001062993-25-014469 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 64,024 shares
    Change vs previous 13F -16,757 shares

    0.37% of the 13F portfolio, value $1,603,161.

    13F-HR 0001062993-25-009154 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 80,781 shares
    Change vs previous 13F +60,440 shares

    0.48% of the 13F portfolio, value $2,251,366.

    13F-HR 0001062993-25-002311 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 20,341 shares
    Change vs previous 13F -2,242 shares

    0.43% of the 13F portfolio, value $2,119,125.

    13F-HR 0000067698-24-000015 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 22,583 shares
    Change vs previous 13F +2,117 shares

    0.46% of the 13F portfolio, value $2,277,270.

    13F-HR 0000067698-24-000009 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 20,466 shares
    Change vs previous 13F +3,211 shares

    0.33% of the 13F portfolio, value $1,897,608.

    13F-HR 0000067698-24-000003 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 17,255 shares
    Change vs previous 13F +506 shares

    0.25% of the 13F portfolio, value $1,431,475.

    13F-HR 0000067698-24-000002 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 16,749 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,217,987.

    13F-HR 0000067698-23-000008 filed by MONTAG & CALDWELL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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