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Disclosery

WBH ADVISORY INC: SCHG position timeline

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

WBH ADVISORY INC held 725,363 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 725,363 shares
    Change vs previous 13F -16,754 shares

    1.65% of the 13F portfolio, value $24,546,269.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 742,117 shares
    Change vs previous 13F -88,208 shares

    1.63% of the 13F portfolio, value $21,825,667.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 830,325 shares
    Change vs previous 13F +25,596 shares

    2.01% of the 13F portfolio, value $27,085,187.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 804,729 shares
    Change vs previous 13F +74,480 shares

    1.96% of the 13F portfolio, value $25,678,899.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 730,249 shares
    Change vs previous 13F +57,999 shares

    1.82% of the 13F portfolio, value $21,330,568.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 672,250 shares
    Change vs previous 13F +14,739 shares

    1.57% of the 13F portfolio, value $16,833,151.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 657,511 shares
    Change vs previous 13F +477,382 shares

    1.7% of the 13F portfolio, value $18,324,829.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 180,129 shares
    Change vs previous 13F not available

    1.78% of the 13F portfolio, value $18,765,840.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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