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CARY STREET PARTNERS ASSET MANAGEMENT LLC: SCHG position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 600,051 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 600,051 shares
    Change vs previous 13F +2,231 shares

    0.44% of the 13F portfolio, value $20,305,740.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 600,051 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  2. period ended2026-03-31
    13F 597,820 shares
    Change vs previous 13F -30,117 shares

    0.39% of the 13F portfolio, value $17,414,500.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 597,767 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53 shares

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

  3. period ended2025-12-31
    13F 627,937 shares
    Change vs previous 13F -39,459 shares

    0.46% of the 13F portfolio, value $20,483,281.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 626,865 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1,072 shares

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

  4. period ended2025-09-30
    13F 667,396 shares
    Change vs previous 13F +2,548 shares

    0.52% of the 13F portfolio, value $21,296,615.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 667,343 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 53 shares

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

  5. period ended2025-06-30
    13F 664,848 shares
    Change vs previous 13F -43,112 shares

    0.55% of the 13F portfolio, value $19,420,192.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS 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 707,960 shares
    Change vs previous 13F -24,358 shares

    0.56% of the 13F portfolio, value $17,727,333.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS 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 732,318 shares
    Change vs previous 13F +544,652 shares

    0.66% of the 13F portfolio, value $20,409,676.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 732,318 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 0 shares

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

  8. period ended2024-09-30
    13F 187,666 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $19,551,014.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 187,666 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 8,617 shares (included in another member's report, not added)

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