Skip to content
Disclosery

Royal Fund Management, LLC: SCHG position timeline

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

Royal Fund Management, LLC held 304,689 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 304,689 shares
    Change vs previous 13F +1,520 shares

    0.86% of the 13F portfolio, value $10,310,707.

    13F-HR 0001172661-26-002681 filed by Royal Fund Management, 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 303,169 shares
    Change vs previous 13F -8,005 shares

    0.85% of the 13F portfolio, value $8,831,707.

    13F-HR 0001172661-26-002431 filed by Royal Fund Management, 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 311,174 shares
    Change vs previous 13F +198,772 shares

    0.93% of the 13F portfolio, value $10,151,328.

    13F-HR 0001172661-26-000197 filed by Royal Fund Management, 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 112,402 shares
    Change vs previous 13F -199,792 shares

    0.43% of the 13F portfolio, value $3,587,185.

    13F-HR 0001172661-25-004479 filed by Royal Fund Management, 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 312,194 shares
    Change vs previous 13F +1,675 shares

    0.97% of the 13F portfolio, value $9,119,580.

    13F-HR 0001172661-25-003168 filed by Royal Fund Management, 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 310,519 shares
    Change vs previous 13F -159 shares

    0.93% of the 13F portfolio, value $7,780,413.

    13F-HR 0001172661-25-001875 filed by Royal Fund Management, 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 310,678 shares
    Change vs previous 13F +154,752 shares

    0.94% of the 13F portfolio, value $8,663,873.

    13F-HR 0001172661-25-000229 filed by Royal Fund Management, 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 155,926 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $16,280,666.

    13F-HR 0001172661-24-004176 filed by Royal Fund Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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