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Disclosery

SMART Wealth LLC: SCHG position timeline

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

SMART Wealth LLC held 17,176 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,176 shares
    Change vs previous 13F -1,748 shares

    0.13% of the 13F portfolio, value $581,238.

    13F-HR 0001214659-26-009678 filed by SMART 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 18,924 shares
    Change vs previous 13F -113 shares

    0.16% of the 13F portfolio, value $551,250.

    13F-HR 0001214659-26-004993 filed by SMART 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 19,037 shares
    Change vs previous 13F +3,498 shares

    0.19% of the 13F portfolio, value $620,995.

    13F-HR 0001214659-26-000820 filed by SMART 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 15,539 shares
    Change vs previous 13F +1,208 shares

    0.19% of the 13F portfolio, value $495,855.

    13F-HR 0001214659-25-016070 filed by SMART 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 14,331 shares
    Change vs previous 13F +201 shares

    0.13% of the 13F portfolio, value $418,602.

    13F-HR 0001214659-25-011937 filed by SMART 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 14,130 shares
    Change vs previous 13F -1,931 shares

    0.13% of the 13F portfolio, value $353,811.

    13F-HR 0001214659-25-006525 filed by SMART 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 16,061 shares
    Change vs previous 13F +10,988 shares

    0.16% of the 13F portfolio, value $447,620.

    13F-HR 0001214659-25-001425 filed by SMART 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 5,073 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $528,505.

    13F-HR 0001214659-24-020525 filed by SMART Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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