ZACKS INVESTMENT MANAGEMENT: SCHG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ZACKS INVESTMENT MANAGEMENT on SCHG, newest first. How the timeline and the estimate are built.
ZACKS INVESTMENT MANAGEMENT held 12,377 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 12,377 sharesChange vs previous 13F -112 shares
<0.01% of the 13F portfolio, value $418,842.
13F-HR 0001172661-26-003391 filed by ZACKS INVESTMENT MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 12,489 sharesChange vs previous 13F -44 shares
<0.01% of the 13F portfolio, value $363,804.
13F-HR 0001172661-26-001904 filed by ZACKS INVESTMENT MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 12,533 sharesChange vs previous 13F -703 shares
<0.01% of the 13F portfolio, value $408,813.
13F-HR 0001172661-26-000942 filed by ZACKS INVESTMENT MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 13,236 sharesChange vs previous 13F +308 shares
<0.01% of the 13F portfolio, value $422,361.
13F-HR 0001172661-25-005127 filed by ZACKS INVESTMENT MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 12,928 sharesChange vs previous 13F -13,250 shares
<0.01% of the 13F portfolio, value $377,630.
13F-HR 0001172661-25-003061 filed by ZACKS INVESTMENT MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 26,178 sharesChange vs previous 13F +12,330 shares
0.01% of the 13F portfolio, value $655,478.
13F-HR 0001172661-25-001873 filed by ZACKS INVESTMENT MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 13,848 sharesChange vs previous 13F +10,221 shares
<0.01% of the 13F portfolio, value $385,955.
13F-HR 0001172661-25-000838 filed by ZACKS INVESTMENT MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,627 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $377,832.
13F-HR 0001172661-24-004993 filed by ZACKS INVESTMENT MANAGEMENT
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).