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Disclosery

SK Wealth Management, LLC: SCHG position timeline

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

SK Wealth Management, LLC held 1,069,513 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,069,513 shares
    Change vs previous 13F -111,312 shares

    8.63% of the 13F portfolio, value $38,320,649.

    13F-HR 0001867958-26-000006 filed by SK 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 1,180,825 shares
    Change vs previous 13F -29,902 shares

    9.68% of the 13F portfolio, value $34,881,582.

    13F-HR 0001867958-26-000005 filed by SK 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 1,210,727 shares
    Change vs previous 13F +223,039 shares

    10.88% of the 13F portfolio, value $39,033,838.

    13F-HR 0001867958-26-000001 filed by SK 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 987,688 shares
    Change vs previous 13F +116,508 shares

    11.97% of the 13F portfolio, value $32,099,861.

    13F-HR 0001867958-25-000006 filed by SK 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 871,180 shares
    Change vs previous 13F +106,739 shares

    11.12% of the 13F portfolio, value $25,647,533.

    13F-HR 0001867958-25-000004 filed by SK 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 764,441 shares
    Change vs previous 13F +60,393 shares

    9.44% of the 13F portfolio, value $17,597,440.

    13F-HR 0001867958-25-000003 filed by SK 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 704,048 shares
    Change vs previous 13F +1,367 shares

    9.99% of the 13F portfolio, value $19,621,824.

    13F-HR 0001867958-25-000002 filed by SK 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 702,681 shares
    Change vs previous 13F not available

    10.24% of the 13F portfolio, value $20,012,361.

    13F-HR 0001867958-24-000002 filed by SK Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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