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Thrive Wealth Management, LLC: SCHG position timeline

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

Thrive Wealth Management, LLC held 5,430,697 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,430,697 shares
    Change vs previous 13F +112,806 shares

    23.65% of the 13F portfolio, value $183,774,785.

    13F-HR 0001847610-26-000005 filed by Thrive 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 5,317,891 shares
    Change vs previous 13F +395,364 shares

    23.09% of the 13F portfolio, value $154,910,164.

    13F-HR 0001847610-26-000003 filed by Thrive 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 4,922,527 shares
    Change vs previous 13F -45,663 shares

    23.6% of the 13F portfolio, value $160,572,834.

    13F-HR 0001847610-26-000001 filed by Thrive 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 4,968,190 shares
    Change vs previous 13F -109,477 shares

    23.92% of the 13F portfolio, value $158,534,942.

    13F-HR 0001085146-25-005816 filed by Thrive 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 5,077,667 shares
    Change vs previous 13F +289,455 shares

    23.95% of the 13F portfolio, value $148,318,649.

    13F-HR 0001085146-25-003624 filed by Thrive 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 4,788,212 shares
    Change vs previous 13F -340,719 shares

    22.91% of the 13F portfolio, value $119,896,832.

    13F-HR 0001085146-25-002014 filed by Thrive 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 5,128,931 shares
    Change vs previous 13F +3,848,061 shares

    25.7% of the 13F portfolio, value $142,943,312.

    13F-HR 0001085146-25-000262 filed by Thrive 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 1,280,870 shares
    Change vs previous 13F not available

    24.48% of the 13F portfolio, value $133,440,993.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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