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Tradition Wealth Management, LLC: SCHG position timeline

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

Tradition Wealth Management, LLC held 1,491,128 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,491,128 shares
    Change vs previous 13F +26,054 shares

    3.09% of the 13F portfolio, value $50,459,771.

    13F-HR 0001843010-26-000004 filed by Tradition 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 1,465,074 shares
    Change vs previous 13F -91,071 shares

    3.04% of the 13F portfolio, value $42,677,594.

    13F-HR 0001843010-26-000003 filed by Tradition 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 1,556,145 shares
    Change vs previous 13F -29,658 shares

    3.64% of the 13F portfolio, value $50,761,449.

    13F-HR 0001843010-26-000001 filed by Tradition 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 1,585,803 shares
    Change vs previous 13F -50,754 shares

    3.74% of the 13F portfolio, value $50,602,967.

    13F-HR 0001843010-25-000007 filed by Tradition 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 1,636,557 shares
    Change vs previous 13F +105 shares

    3.82% of the 13F portfolio, value $47,803,816.

    13F-HR 0001843010-25-000004 filed by Tradition 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 1,636,452 shares
    Change vs previous 13F -5,722 shares

    3.61% of the 13F portfolio, value $40,976,752.

    13F-HR 0001843010-25-000003 filed by Tradition 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 1,642,174 shares
    Change vs previous 13F +1,223,868 shares

    4.03% of the 13F portfolio, value $45,767,398.

    13F-HR 0001843010-25-000001 filed by Tradition 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 418,306 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $43,579,111.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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