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Disclosery

Segment Wealth Management, LLC: SCHG position timeline

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

Segment Wealth Management, LLC held 55,990 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,990 shares
    Change vs previous 13F +6,740 shares

    0.1% of the 13F portfolio, value $1,894,711.

    13F-HR 0001575581-26-000003 filed by Segment 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 49,250 shares
    Change vs previous 13F +246 shares

    0.08% of the 13F portfolio, value $1,434,660.

    13F-HR 0001575581-26-000002 filed by Segment 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 49,004 shares
    Change vs previous 13F -993 shares

    0.09% of the 13F portfolio, value $1,598,519.

    13F-HR 0001575581-26-000001 filed by Segment 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 49,997 shares
    Change vs previous 13F -3,034 shares

    0.1% of the 13F portfolio, value $1,595,393.

    13F-HR 0001575581-25-000003 filed by Segment 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 53,031 shares
    Change vs previous 13F -182 shares

    0.1% of the 13F portfolio, value $1,549,038.

    13F-HR 0001085146-25-003996 filed by Segment 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 53,213 shares
    Change vs previous 13F -2,790 shares

    0.09% of the 13F portfolio, value $1,332,465.

    13F-HR 0001085146-25-002215 filed by Segment 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 56,003 shares
    Change vs previous 13F +42,163 shares

    0.11% of the 13F portfolio, value $1,560,793.

    13F-HR 0001085146-25-000297 filed by Segment 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 13,840 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,441,832.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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