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Disclosery

Strategic Family Wealth Counselors, L.L.C.: SCHG position timeline

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

Strategic Family Wealth Counselors, L.L.C. held 540,636 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 540,636 shares
    Change vs previous 13F +13,509 shares

    4.26% of the 13F portfolio, value $18,295,108.

    13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
    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 527,127 shares
    Change vs previous 13F -4,686 shares

    4.03% of the 13F portfolio, value $15,355,208.

    13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 531,813 shares
    Change vs previous 13F +9,553 shares

    3.77% of the 13F portfolio, value $16,799,963.

    13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
    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 522,260 shares
    Change vs previous 13F -2,054 shares

    4.29% of the 13F portfolio, value $16,665,304.

    13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 524,314 shares
    Change vs previous 13F +23,792 shares

    4.36% of the 13F portfolio, value $15,315,207.

    13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
    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 500,522 shares
    Change vs previous 13F +491 shares

    4.08% of the 13F portfolio, value $12,533,079.

    13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
    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 500,031 shares
    Change vs previous 13F +375,365 shares

    4.54% of the 13F portfolio, value $13,935,856.

    13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
    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 124,666 shares
    Change vs previous 13F not available

    4.54% of the 13F portfolio, value $12,987,678.

    13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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