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Santori & Peters, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Santori & Peters, Inc. on SCHG, newest first. How the timeline and the estimate are built.

Santori & Peters, Inc. held 94,530 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,530 shares
    Change vs previous 13F +606 shares

    0.9% of the 13F portfolio, value $3,198,907.

    13F-HR 0001730959-26-000003 filed by Santori & Peters, Inc.
    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 93,924 shares
    Change vs previous 13F +1,146 shares

    0.85% of the 13F portfolio, value $2,736,018.

    13F-HR 0001730959-26-000002 filed by Santori & Peters, Inc.
    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 92,778 shares
    Change vs previous 13F +125 shares

    1.03% of the 13F portfolio, value $3,026,402.

    13F-HR 0001730959-26-000001 filed by Santori & Peters, Inc.
    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 92,653 shares
    Change vs previous 13F -7,634 shares

    1.06% of the 13F portfolio, value $2,956,565.

    13F-HR 0001730959-25-000007 filed by Santori & Peters, Inc.
    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 100,287 shares
    Change vs previous 13F +1,877 shares

    1.06% of the 13F portfolio, value $2,929,386.

    13F-HR 0001730959-25-000003 filed by Santori & Peters, Inc.
    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 98,410 shares
    Change vs previous 13F -7,323 shares

    0.99% of the 13F portfolio, value $2,464,198.

    13F-HR 0001730959-25-000002 filed by Santori & Peters, Inc.
    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 105,733 shares
    Change vs previous 13F +79,312 shares

    1.13% of the 13F portfolio, value $2,946,766.

    13F-HR 0001730959-25-000001 filed by Santori & Peters, Inc.
    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 26,421 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,752,520.

    13F-HR 0001730959-24-000007 filed by Santori & Peters, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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