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MRWM Advisors, LLC: SCHG position timeline

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

MRWM Advisors, LLC held 181,869 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 181,869 shares
    Change vs previous 13F +3,695 shares

    2.53% of the 13F portfolio, value $6,154,445.

    13F-HR 0001754960-26-000660 filed by MRWM Advisors, 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 178,174 shares
    Change vs previous 13F -642 shares

    2.81% of the 13F portfolio, value $5,190,216.

    13F-HR 0001754960-26-000284 filed by MRWM Advisors, 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 178,816 shares
    Change vs previous 13F -31,234 shares

    3.13% of the 13F portfolio, value $5,832,962.

    13F-HR 0001754960-26-000115 filed by MRWM Advisors, 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 210,050 shares
    Change vs previous 13F +43,465 shares

    3.82% of the 13F portfolio, value $6,702,682.

    13F-HR 0001754960-25-000717 filed by MRWM Advisors, 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 166,585 shares
    Change vs previous 13F +48,052 shares

    3.04% of the 13F portfolio, value $4,865,946.

    13F-HR 0001754960-25-000620 filed by MRWM Advisors, 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 118,533 shares
    Change vs previous 13F +109,015 shares

    2.06% of the 13F portfolio, value $2,968,067.

    13F-HR 0001754960-25-000621 filed by MRWM Advisors, 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 9,518 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $265,269.

    13F-HR 0001754960-25-000622 filed by MRWM Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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