My Legacy Advisors, LLC: SCHG position timeline

My Legacy Advisors, LLC held 16,174 SCHG shares at 2025-06-30 per its 13F-HR filed 2025-07-11.

the latest 13F is the newest step

1. period ended2025-06-30

   13F 16,174 shares

   Change vs previous 13F +4,067 shares

   0.17% of the 13F portfolio, value $476,001.

   13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
   Filed 2025-07-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

2. period ended2025-03-31

   13F 12,107 shares

   Change vs previous 13F -4,457 shares

   0.12% of the 13F portfolio, value $303,159.

   13F-HR 0001767802-25-000002 filed by My Legacy Advisors, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

3. period ended2024-12-31

   13F 16,564 shares

   Change vs previous 13F +12,855 shares

   0.18% of the 13F portfolio, value $466,774.

   13F-HR 0001767802-25-000001 filed by My Legacy Advisors, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

4. period ended2024-09-30

   13F 3,709 shares

   Change vs previous 13F -6,660 shares

   0.15% of the 13F portfolio, value $386,404.

   13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

5. period ended2024-06-30

   13F 10,369 shares

   Change vs previous 13F -1,007 shares

   0.33% of the 13F portfolio, value $1,045,610.

   13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
   Filed 2024-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

6. period ended2024-03-31

   13F 11,376 shares

   Change vs previous 13F -375 shares

   0.35% of the 13F portfolio, value $1,054,783.

   13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
   Filed 2024-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2023-12-31

   13F 11,751 shares

   Change vs previous 13F -5,366 shares

   0.35% of the 13F portfolio, value $982,619.

   13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

8. period ended2023-09-30

   13F 17,117 shares

   Change vs previous 13F not available

   0.51% of the 13F portfolio, value $1,256,725.

   13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
   Filed 2023-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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