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Disclosery

Schwallier Wealth Management LLC: SCHG position timeline

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

Schwallier Wealth Management LLC held 365,484 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 365,484 shares
    Change vs previous 13F -294,944 shares

    7.81% of the 13F portfolio, value $12,367,985.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth 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 660,428 shares
    Change vs previous 13F +52,154 shares

    14.05% of the 13F portfolio, value $19,238,279.

    13F-HR 0001934951-26-000002 filed by Schwallier Wealth 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 608,274 shares
    Change vs previous 13F +10,178 shares

    12.44% of the 13F portfolio, value $19,464,768.

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth 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 598,096 shares
    Change vs previous 13F -15,117 shares

    11.91% of the 13F portfolio, value $19,085,240.

    13F-HR 0001934951-25-000004 filed by Schwallier Wealth 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 613,213 shares
    Change vs previous 13F +110,885 shares

    10.95% of the 13F portfolio, value $17,911,956.

    13F-HR 0001934951-25-000001 filed by Schwallier Wealth 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 502,328 shares
    Change vs previous 13F +313,639 shares

    9.29% of the 13F portfolio, value $12,578,298.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth 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 188,689 shares
    Change vs previous 13F +141,208 shares

    4% of the 13F portfolio, value $5,258,756.

    13F-HR 0001807270-25-000002 filed by Schwallier Wealth 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 47,481 shares
    Change vs previous 13F not available

    3.54% of the 13F portfolio, value $4,946,614.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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