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Disclosery

CreativeOne Wealth, LLC: SCHG position timeline

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

CreativeOne Wealth, LLC held 205,173 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,173 shares
    Change vs previous 13F -11,174 shares

    0.15% of the 13F portfolio, value $6,943,070.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 216,347 shares
    Change vs previous 13F -9,500 shares

    0.15% of the 13F portfolio, value $6,302,185.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 225,847 shares
    Change vs previous 13F +10,208 shares

    0.18% of the 13F portfolio, value $7,367,122.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 215,639 shares
    Change vs previous 13F -112,642 shares

    0.17% of the 13F portfolio, value $6,881,045.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 328,281 shares
    Change vs previous 13F +69,992 shares

    0.25% of the 13F portfolio, value $9,589,068.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 258,289 shares
    Change vs previous 13F -41,289 shares

    0.19% of the 13F portfolio, value $6,467,539.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 299,578 shares
    Change vs previous 13F +270,991 shares

    0.26% of the 13F portfolio, value $8,349,229.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 28,587 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,978,147.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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