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Weinberger Asset Management, Inc: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weinberger Asset Management, Inc on SCHG, newest first. How the timeline and the estimate are built.

Weinberger Asset Management, Inc held 560,085 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 560,085 shares
    Change vs previous 13F +6,634 shares

    6.14% of the 13F portfolio, value $19,138,102.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, 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 553,451 shares
    Change vs previous 13F -21,228 shares

    6.04% of the 13F portfolio, value $16,122,030.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, 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 574,679 shares
    Change vs previous 13F -29,149 shares

    6.76% of the 13F portfolio, value $18,746,027.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, 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 603,828 shares
    Change vs previous 13F -23,113 shares

    6.97% of the 13F portfolio, value $19,268,160.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, 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 626,941 shares
    Change vs previous 13F +7,682 shares

    7.07% of the 13F portfolio, value $18,312,948.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, 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 619,259 shares
    Change vs previous 13F -9,948 shares

    6.65% of the 13F portfolio, value $15,506,239.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, 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 629,207 shares
    Change vs previous 13F +470,291 shares

    7.32% of the 13F portfolio, value $17,536,002.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, 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 158,916 shares
    Change vs previous 13F not available

    7.06% of the 13F portfolio, value $16,555,841.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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