Skip to content
Disclosery

Wealth Architects, LLC: SCHG position timeline

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

Wealth Architects, LLC held 36,357 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,357 shares
    Change vs previous 13F +4,000 shares

    0.1% of the 13F portfolio, value $1,230,321.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 32,357 shares
    Change vs previous 13F +2,430 shares

    0.08% of the 13F portfolio, value $942,559.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 29,927 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $976,219.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 29,927 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $954,971.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, 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 29,927 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $874,168.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, 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/A 29,927 shares
    Change vs previous 13F -1,193 shares

    0.08% of the 13F portfolio, value $749,372.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, 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 31,120 shares
    Change vs previous 13F +23,109 shares

    0.1% of the 13F portfolio, value $867,314.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, 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 8,011 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $834,586.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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