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Quotient Wealth Partners, LLC: SCHG position timeline

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

Quotient Wealth Partners, LLC held 172,806 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 172,806 shares
    Change vs previous 13F -7,039 shares

    0.14% of the 13F portfolio, value $5,847,762.

    13F-HR 0002004904-26-000004 filed by Quotient Wealth Partners, 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 179,845 shares
    Change vs previous 13F +55,973 shares

    0.14% of the 13F portfolio, value $5,238,891.

    13F-HR 0002004904-26-000003 filed by Quotient Wealth Partners, 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 123,872 shares
    Change vs previous 13F -4,680 shares

    0.11% of the 13F portfolio, value $4,040,705.

    13F-HR 0002004904-26-000001 filed by Quotient Wealth Partners, 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 128,552 shares
    Change vs previous 13F -1,895 shares

    0.11% of the 13F portfolio, value $4,102,094.

    13F-HR 0002004904-25-000008 filed by Quotient Wealth Partners, 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 130,447 shares
    Change vs previous 13F -15,425 shares

    0.11% of the 13F portfolio, value $3,810,357.

    13F-HR 0002004904-25-000005 filed by Quotient Wealth Partners, 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 145,872 shares
    Change vs previous 13F +92,157 shares

    0.12% of the 13F portfolio, value $3,652,635.

    13F-HR 0002004904-25-000004 filed by Quotient Wealth Partners, 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 53,715 shares
    Change vs previous 13F +40,358 shares

    0.05% of the 13F portfolio, value $1,497,037.

    13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, 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 13,357 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,391,532.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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