TriaGen Wealth Management LLC: SCHG position timeline

TriaGen Wealth Management LLC held 377,702 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 377,702 shares

   Change vs previous 13F -52 shares

   3.21% of the 13F portfolio, value $12,781,436.

   13F-HR 0001172661-26-002712 filed by TriaGen Wealth Management LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 377,754 shares

   Change vs previous 13F -2,804 shares

   3.01% of the 13F portfolio, value $11,003,974.

   13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management LLC
   Filed 2026-04-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 380,558 shares

   Change vs previous 13F -2,933 shares

   3.21% of the 13F portfolio, value $12,413,802.

   13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 383,491 shares

   Change vs previous 13F +4,707 shares

   3.19% of the 13F portfolio, value $12,237,198.

   13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
   Filed 2025-10-22 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 378,784 shares

   Change vs previous 13F -6,927 shares

   3.35% of the 13F portfolio, value $11,064,281.

   13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 385,711 shares

   Change vs previous 13F -10,063 shares

   3.41% of the 13F portfolio, value $9,658,203.

   13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 395,774 shares

   Change vs previous 13F +296,953 shares

   3.72% of the 13F portfolio, value $11,030,221.

   13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 98,821 shares

   Change vs previous 13F not available

   3.45% of the 13F portfolio, value $10,295,172.

   13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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