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Precision Wealth Strategies, LLC: SCHG position timeline

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

Precision Wealth Strategies, LLC held 26,803 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,803 shares
    Change vs previous 13F -28,937 shares

    0.27% of the 13F portfolio, value $907,017.

    13F-HR 0001765380-26-000317 filed by Precision Wealth Strategies, 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 55,740 shares
    Change vs previous 13F -7,603 shares

    0.54% of the 13F portfolio, value $1,623,708.

    13F-HR 0001765380-26-000175 filed by Precision Wealth Strategies, 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 63,343 shares
    Change vs previous 13F -17,065 shares

    0.67% of the 13F portfolio, value $2,066,249.

    13F-HR 0001765380-26-000059 filed by Precision Wealth Strategies, 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 80,408 shares
    Change vs previous 13F -141,081 shares

    0.83% of the 13F portfolio, value $2,565,820.

    13F-HR 0001765380-25-000431 filed by Precision Wealth Strategies, 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 221,489 shares
    Change vs previous 13F +5,615 shares

    2.1% of the 13F portfolio, value $6,469,694.

    13F-HR 0001765380-25-000251 filed by Precision Wealth Strategies, 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 215,874 shares
    Change vs previous 13F +146,160 shares

    4.13% of the 13F portfolio, value $5,405,477.

    13F-HR 0001765380-25-000144 filed by Precision Wealth Strategies, 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 69,714 shares
    Change vs previous 13F +62,519 shares

    1.5% of the 13F portfolio, value $1,942,938.

    13F-HR 0001765380-25-000011 filed by Precision Wealth Strategies, 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 7,195 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $749,595.

    13F-HR 0001765380-24-000395 filed by Precision Wealth Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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