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Disclosery

Sigma Planning Corp: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sigma Planning Corp on SCHG, newest first. How the timeline and the estimate are built.

Sigma Planning Corp held 965,245 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 965,245 shares
    Change vs previous 13F +21,815 shares

    0.82% of the 13F portfolio, value $32,663,920.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 943,430 shares
    Change vs previous 13F -34,442 shares

    0.76% of the 13F portfolio, value $27,482,107.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 977,872 shares
    Change vs previous 13F +6,828 shares

    0.86% of the 13F portfolio, value $31,080,194.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 971,044 shares
    Change vs previous 13F +26,896 shares

    0.88% of the 13F portfolio, value $30,986,009.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 944,148 shares
    Change vs previous 13F +8,787 shares

    0.83% of the 13F portfolio, value $27,578,552.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 935,361 shares
    Change vs previous 13F -8,491 shares

    0.75% of the 13F portfolio, value $23,421,443.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 943,852 shares
    Change vs previous 13F +732,009 shares

    0.83% of the 13F portfolio, value $26,305,164.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 211,843 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $22,069,774.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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