SeaCrest Wealth Management, LLC: SCHG position timeline

SeaCrest Wealth Management, LLC held 197,794 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 197,794 shares

   Change vs previous 13F -339,498 shares

   0.74% of the 13F portfolio, value $6,693,345.

   13F-HR 0001951757-26-000948 filed by SeaCrest Wealth Management, LLC
   Filed 2026-07-09 (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 537,292 shares

   Change vs previous 13F -6,914 shares

   1.67% of the 13F portfolio, value $15,651,315.

   13F-HR 0001951757-26-000599 filed by SeaCrest Wealth Management, LLC
   Filed 2026-04-15 (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 544,206 shares

   Change vs previous 13F +13,859 shares

   1.81% of the 13F portfolio, value $17,915,262.

   13F-HR 0001951757-26-000045 filed by SeaCrest Wealth Management, LLC
   Filed 2026-01-12 (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 530,347 shares

   Change vs previous 13F +14,009 shares

   1.82% of the 13F portfolio, value $17,246,876.

   13F-HR 0001951757-25-001427 filed by SeaCrest Wealth Management, LLC
   Filed 2025-11-13 (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 516,338 shares

   Change vs previous 13F +30,267 shares

   1.64% of the 13F portfolio, value $15,082,222.

   13F-HR 0001951757-25-000618 filed by SeaCrest Wealth Management, LLC
   Filed 2025-07-11 (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).

6. period ended2025-03-31

   13F 486,071 shares

   Change vs previous 13F -24,072 shares

   1.38% of the 13F portfolio, value $12,171,220.

   13F-HR 0001951757-25-000325 filed by SeaCrest Wealth Management, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 510,143 shares

   Change vs previous 13F +385,135 shares

   1.49% of the 13F portfolio, value $14,217,675.

   13F-HR 0001951757-25-000021 filed by SeaCrest Wealth Management, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 125,008 shares

   Change vs previous 13F not available

   1.4% of the 13F portfolio, value $13,023,348.

   13F-HR 0001951757-24-001042 filed by SeaCrest Wealth Management, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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