Winthrop Advisory Group LLC: SCHG position timeline

Winthrop Advisory Group LLC held 34,582 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 34,582 shares

   Change vs previous 13F +2,440 shares

   0.08% of the 13F portfolio, value $1,170,270.

   13F-HR 0001739043-26-000006 filed by Winthrop Advisory Group LLC
   Filed 2026-07-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 32,142 shares

   Change vs previous 13F +22,117 shares

   0.08% of the 13F portfolio, value $936,299.

   13F-HR 0001739043-26-000004 filed by Winthrop Advisory Group LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F/A 10,025 shares

   Change vs previous 13F +52 shares

   0.03% of the 13F portfolio, value $326,999.

   13F-HR/A 0001739043-26-000003 filed by Winthrop Advisory Group LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 9,973 shares

   Change vs previous 13F -1,472 shares

   0.03% of the 13F portfolio, value $318,230.

   13F-HR 0001739043-25-000007 filed by Winthrop Advisory Group LLC
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 11,445 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $334,315.

   13F-HR 0001739043-25-000004 filed by Winthrop Advisory Group LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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