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Twin Cities Retirement Group LLC: SCHG position timeline

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

Twin Cities Retirement Group LLC held 46,532 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,532 shares
    Change vs previous 13F -2,724 shares

    1.35% of the 13F portfolio, value $1,574,658.

    13F-HR 0001754960-26-000420 filed by Twin Cities Retirement Group 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 49,256 shares
    Change vs previous 13F -901 shares

    1.31% of the 13F portfolio, value $1,434,831.

    13F-HR 0001754960-26-000246 filed by Twin Cities Retirement Group 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 50,157 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $1,636,126.

    13F-HR 0001754960-26-000162 filed by Twin Cities Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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