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Disclosery

Smartleaf Asset Management LLC: SCHG position timeline

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

Smartleaf Asset Management LLC held 317,627 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 317,627 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $10,627,809.

    13F-HR 0002010393-26-000004 filed by Smartleaf Asset 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 317,627 shares
    Change vs previous 13F +16,685 shares

    0.32% of the 13F portfolio, value $8,925,327.

    13F-HR 0002010393-26-000003 filed by Smartleaf Asset 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 300,942 shares
    Change vs previous 13F +3,409 shares

    0.37% of the 13F portfolio, value $9,894,982.

    13F-HR 0002010393-26-000001 filed by Smartleaf Asset 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 297,533 shares
    Change vs previous 13F +277,889 shares

    0.58% of the 13F portfolio, value $9,455,606.

    13F-HR 0002010393-25-000007 filed by Smartleaf Asset 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 19,644 shares
    Change vs previous 13F -4,765 shares

    0.05% of the 13F portfolio, value $570,088.

    13F-HR 0002010393-25-000005 filed by Smartleaf Asset 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 24,409 shares
    Change vs previous 13F +14,356 shares

    0.06% of the 13F portfolio, value $610,737.

    13F-HR 0002010393-25-000004 filed by Smartleaf Asset 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 10,053 shares
    Change vs previous 13F +7,422 shares

    0.03% of the 13F portfolio, value $282,891.

    13F-HR 0002010393-25-000001 filed by Smartleaf Asset 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 2,631 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $272,703.

    13F-HR 0002010393-24-000007 filed by Smartleaf Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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