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Perigon Wealth Management, LLC: SCHG position timeline

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

Perigon Wealth Management, LLC held 865,290 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 865,290 shares
    Change vs previous 13F +15,228 shares

    0.46% of the 13F portfolio, value $29,281,422.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth 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 850,062 shares
    Change vs previous 13F -981 shares

    0.45% of the 13F portfolio, value $24,762,295.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth 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 851,043 shares
    Change vs previous 13F -1,826 shares

    0.5% of the 13F portfolio, value $27,761,018.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth 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 852,869 shares
    Change vs previous 13F +55,562 shares

    0.56% of the 13F portfolio, value $27,215,065.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth 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 797,307 shares
    Change vs previous 13F +30,130 shares

    0.54% of the 13F portfolio, value $23,289,337.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth 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 767,177 shares
    Change vs previous 13F +59,350 shares

    0.49% of the 13F portfolio, value $19,210,121.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth 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 707,827 shares
    Change vs previous 13F +537,945 shares

    0.49% of the 13F portfolio, value $19,762,520.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth 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 169,882 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $17,698,334.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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