RMG Wealth Management LLC: SCHG position timeline

RMG Wealth Management LLC held 5,875,545 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,875,545 shares

   Change vs previous 13F +461,719 shares

   21.58% of the 13F portfolio, value $209,228,145.

   13F-HR 0001214659-26-010074 filed by RMG Wealth Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,413,826 shares

   Change vs previous 13F +5,411,459 shares

   21.33% of the 13F portfolio, value $184,773,895.

   13F-HR 0001214659-26-006124 filed by RMG Wealth Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 2,367 shares

   Change vs previous 13F -4,948,421 shares

   0.01% of the 13F portfolio, value $64,264.

   13F-HR 0001214659-26-000932 filed by RMG Wealth Management LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 4,950,788 shares

   Change vs previous 13F +155,163 shares

   22.36% of the 13F portfolio, value $158,811,370.

   13F-HR 0001214659-25-015612 filed by RMG Wealth Management LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 4,795,625 shares

   Change vs previous 13F not available

   21.92% of the 13F portfolio, value $142,573,456.

   13F-HR 0001214659-25-010807 filed by RMG Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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