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TrueWealth Advisors, LLC: SCHG position timeline

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

TrueWealth Advisors, LLC held 42,562 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 42,562 shares
    Change vs previous 13F -431 shares

    0.34% of the 13F portfolio, value $1,529,268.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 42,993 shares
    Change vs previous 13F -96 shares

    0.33% of the 13F portfolio, value $1,454,888.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 43,089 shares
    Change vs previous 13F -295 shares

    0.32% of the 13F portfolio, value $1,255,181.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 43,384 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $1,415,173.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 43,380 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $1,384,241.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 43,376 shares
    Change vs previous 13F -496 shares

    0.37% of the 13F portfolio, value $1,267,003.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 43,872 shares
    Change vs previous 13F +455 shares

    0.36% of the 13F portfolio, value $1,098,546.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 43,417 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,210,033.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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