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Per Stirling Capital Management, LLC.: SCHG position timeline

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

Per Stirling Capital Management, LLC. held 422,899 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 422,899 shares
    Change vs previous 13F +21,227 shares

    1.36% of the 13F portfolio, value $14,310,907.

    13F-HR 0001689933-26-000005 filed by Per Stirling Capital Management, 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 401,672 shares
    Change vs previous 13F +10,289 shares

    1.29% of the 13F portfolio, value $11,700,708.

    13F-HR 0001689933-26-000003 filed by Per Stirling Capital Management, 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 391,383 shares
    Change vs previous 13F -10,178 shares

    1.43% of the 13F portfolio, value $12,766,907.

    13F-HR 0001689933-26-000001 filed by Per Stirling Capital Management, 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 401,561 shares
    Change vs previous 13F +344 shares

    1.53% of the 13F portfolio, value $12,813,813.

    13F-HR 0001689933-25-000006 filed by Per Stirling Capital Management, 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 401,217 shares
    Change vs previous 13F -511 shares

    1.53% of the 13F portfolio, value $11,719,544.

    13F-HR 0001689933-25-000004 filed by Per Stirling Capital Management, 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 401,728 shares
    Change vs previous 13F -43,280 shares

    1.45% of the 13F portfolio, value $10,059,280.

    13F-HR 0001689933-25-000003 filed by Per Stirling Capital Management, 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 445,008 shares
    Change vs previous 13F +329,854 shares

    1.76% of the 13F portfolio, value $12,402,380.

    13F-HR 0001689933-25-000002 filed by Per Stirling Capital Management, LLC.
    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 115,154 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $11,996,784.

    13F-HR 0001689933-24-000006 filed by Per Stirling Capital Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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