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ProVise Management Group, LLC: SCHG position timeline

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

ProVise Management Group, LLC held 479,214 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 479,214 shares
    Change vs previous 13F +1,032 shares

    1.09% of the 13F portfolio, value $16,216,609.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 478,182 shares
    Change vs previous 13F -12,909 shares

    1% of the 13F portfolio, value $13,929,450.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 491,091 shares
    Change vs previous 13F -15,180 shares

    1.14% of the 13F portfolio, value $16,019,381.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 506,271 shares
    Change vs previous 13F -11,834 shares

    1.19% of the 13F portfolio, value $16,155,093.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 518,105 shares
    Change vs previous 13F -17,411 shares

    1.2% of the 13F portfolio, value $15,133,850.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 535,516 shares
    Change vs previous 13F -35,373 shares

    1.14% of the 13F portfolio, value $13,409,330.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 570,889 shares
    Change vs previous 13F +412,820 shares

    1.36% of the 13F portfolio, value $15,910,686.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 158,069 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $16,467,638.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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