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SkyOak Wealth, LLC: SCHG position timeline

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

SkyOak Wealth, LLC held 786,395 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 786,395 shares
    Change vs previous 13F +25,858 shares

    4.35% of the 13F portfolio, value $26,611,618.

    13F-HR 0001800379-26-000003 filed by SkyOak Wealth, 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 760,537 shares
    Change vs previous 13F +31,081 shares

    4.06% of the 13F portfolio, value $22,154,453.

    13F-HR 0001800379-26-000002 filed by SkyOak Wealth, 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 729,456 shares
    Change vs previous 13F +9,159 shares

    4.28% of the 13F portfolio, value $23,794,866.

    13F-HR 0001800379-26-000001 filed by SkyOak Wealth, 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 720,297 shares
    Change vs previous 13F -34,324 shares

    4.34% of the 13F portfolio, value $22,984,688.

    13F-HR 0001800379-25-000006 filed by SkyOak Wealth, 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 754,621 shares
    Change vs previous 13F +63,446 shares

    4.43% of the 13F portfolio, value $22,042,489.

    13F-HR 0001800379-25-000004 filed by SkyOak Wealth, 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 691,175 shares
    Change vs previous 13F -7,920 shares

    3.79% of the 13F portfolio, value $17,307,030.

    13F-HR 0001800379-25-000002 filed by SkyOak Wealth, 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 699,095 shares
    Change vs previous 13F +519,105 shares

    4.17% of the 13F portfolio, value $19,483,787.

    13F-HR 0001800379-25-000001 filed by SkyOak Wealth, 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 179,990 shares
    Change vs previous 13F not available

    4.15% of the 13F portfolio, value $18,751,393.

    13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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