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Wealthspire Advisors, LLC: SCHG position timeline

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

Wealthspire Advisors, LLC held 208,719 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 208,719 shares
    Change vs previous 13F +81,969 shares

    0.04% of the 13F portfolio, value $7,063,058.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 126,750 shares
    Change vs previous 13F -9,812 shares

    0.03% of the 13F portfolio, value $3,692,221.

    13F-HR 0001646247-26-000003 filed by Wealthspire 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 ended2025-12-31
    13F 136,562 shares
    Change vs previous 13F -60,946 shares

    0.04% of the 13F portfolio, value $4,454,663.

    13F-HR 0001646247-26-000001 filed by Wealthspire 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 ended2025-09-30
    13F 197,508 shares
    Change vs previous 13F +3,812 shares

    0.03% of the 13F portfolio, value $6,302,498.

    13F-HR 0001646247-25-000006 filed by Wealthspire 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 ended2025-06-30
    13F 193,696 shares
    Change vs previous 13F +6,064 shares

    0.03% of the 13F portfolio, value $5,657,876.

    13F-HR 0001646247-25-000005 filed by Wealthspire 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 ended2025-03-31
    13F 187,632 shares
    Change vs previous 13F +94,782 shares

    0.03% of the 13F portfolio, value $4,698,302.

    13F-HR 0001646247-25-000004 filed by Wealthspire 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 ended2024-12-31
    13F 92,850 shares
    Change vs previous 13F +70,767 shares

    0.03% of the 13F portfolio, value $2,587,720.

    13F-HR 0001646247-25-000001 filed by Wealthspire 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 ended2024-09-30
    13F 22,083 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,300,613.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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