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Powers Advisory Group, LLC: SCHG position timeline

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

Powers Advisory Group, LLC held 407,333 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 407,333 shares
    Change vs previous 13F +24,968 shares

    4.32% of the 13F portfolio, value $13,784,165.

    13F-HR 0002085853-26-000918 filed by Powers Advisory Group, 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 382,365 shares
    Change vs previous 13F +19,866 shares

    3.93% of the 13F portfolio, value $11,138,306.

    13F-HR 0002085853-26-000444 filed by Powers Advisory Group, 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 362,499 shares
    Change vs previous 13F +7,790 shares

    4.45% of the 13F portfolio, value $11,824,727.

    13F-HR 0002085853-26-000066 filed by Powers Advisory Group, 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 354,709 shares
    Change vs previous 13F +27,364 shares

    4.51% of the 13F portfolio, value $11,318,758.

    13F-HR 0002085853-25-000134 filed by Powers Advisory Group, 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 327,345 shares
    Change vs previous 13F +28,532 shares

    4.2% of the 13F portfolio, value $9,561,739.

    13F-HR 0001667731-25-000867 filed by Powers Advisory Group, 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 298,813 shares
    Change vs previous 13F +22,472 shares

    3.56% of the 13F portfolio, value $7,482,271.

    13F-HR 0001667731-25-000435 filed by Powers Advisory Group, 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 276,341 shares
    Change vs previous 13F +207,257 shares

    3.86% of the 13F portfolio, value $7,701,626.

    13F-HR 0001667731-25-000106 filed by Powers Advisory Group, 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 69,084 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $7,197,147.

    13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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