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Disclosery

XML Financial, LLC: SCHG position timeline

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

XML Financial, LLC held 1,683,381 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,683,381 shares
    Change vs previous 13F +52,224 shares

    4.14% of the 13F portfolio, value $56,965,606.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 1,631,157 shares
    Change vs previous 13F +129,500 shares

    3.83% of the 13F portfolio, value $47,515,613.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 1,501,657 shares
    Change vs previous 13F -87,024 shares

    4% of the 13F portfolio, value $48,984,064.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 1,588,681 shares
    Change vs previous 13F -7,307 shares

    4.13% of the 13F portfolio, value $50,694,826.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 1,595,988 shares
    Change vs previous 13F +32,358 shares

    4.05% of the 13F portfolio, value $46,618,801.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 1,563,630 shares
    Change vs previous 13F +15,015 shares

    3.66% of the 13F portfolio, value $39,153,286.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 1,548,615 shares
    Change vs previous 13F +1,171,398 shares

    3.96% of the 13F portfolio, value $43,159,894.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 377,217 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $39,298,506.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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