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Disclosery

Windsor Advisory Group, LLC: SCHG position timeline

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

Windsor Advisory Group, LLC held 36,469 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,469 shares
    Change vs previous 13F -766 shares

    0.9% of the 13F portfolio, value $1,234,111.

    13F-HR 0001398344-26-014681 filed by Windsor Advisory 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 37,235 shares
    Change vs previous 13F +13,591 shares

    0.91% of the 13F portfolio, value $1,084,656.

    13F-HR 0001398344-26-009230 filed by Windsor Advisory 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 23,644 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $771,267.

    13F-HR 0001398344-26-003211 filed by Windsor Advisory Group, 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 23,644 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $754,480.

    13F-HR 0001398344-25-020901 filed by Windsor Advisory Group, 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 23,644 shares
    Change vs previous 13F -5,576 shares

    0.98% of the 13F portfolio, value $690,641.

    13F-HR 0001398344-25-015393 filed by Windsor Advisory Group, 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 29,220 shares
    Change vs previous 13F -710 shares

    0.95% of the 13F portfolio, value $731,669.

    13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, 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 29,930 shares
    Change vs previous 13F +22,625 shares

    0.97% of the 13F portfolio, value $834,159.

    13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, 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 7,305 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $761,035.

    13F-HR 0001398344-24-020721 filed by Windsor Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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