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One Charles Private Wealth Services, LLC: SCHG position timeline

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

One Charles Private Wealth Services, LLC held 271,918 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,918 shares
    Change vs previous 13F -3,284 shares

    2.12% of the 13F portfolio, value $9,201,705.

    13F-HR 0001765380-26-000218 filed by One Charles Private Wealth Services, 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 275,202 shares
    Change vs previous 13F +257 shares

    2.01% of the 13F portfolio, value $8,016,634.

    13F-HR 0001765380-26-000189 filed by One Charles Private Wealth Services, 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 274,945 shares
    Change vs previous 13F -122 shares

    2.32% of the 13F portfolio, value $8,968,706.

    13F-HR 0001765380-26-000074 filed by One Charles Private Wealth Services, 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 275,067 shares
    Change vs previous 13F +31,651 shares

    2.31% of the 13F portfolio, value $8,777,388.

    13F-HR 0001765380-25-000484 filed by One Charles Private Wealth Services, 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 243,416 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $7,110,181.

    13F-HR 0001765380-25-000363 filed by One Charles Private Wealth Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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