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Disclosery

CWM, LLC: SCHG position timeline

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

CWM, LLC held 7,205,154 SCHG shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 7,205,154 shares
    Change vs previous 13F -253,458 shares

    0.55% of the 13F portfolio, value $209,886,129.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 7,458,612 shares
    Change vs previous 13F +155,983 shares

    0.66% of the 13F portfolio, value $243,300,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 7,302,629 shares
    Change vs previous 13F +27,859 shares

    0.7% of the 13F portfolio, value $233,027,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 7,274,770 shares
    Change vs previous 13F +61,738 shares

    0.75% of the 13F portfolio, value $212,496,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 7,213,032 shares
    Change vs previous 13F +233,666 shares

    0.72% of the 13F portfolio, value $180,614,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 6,979,366 shares
    Change vs previous 13F +5,247,611 shares

    0.81% of the 13F portfolio, value $194,515,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,731,755 shares
    Change vs previous 13F -3,819 shares

    0.78% of the 13F portfolio, value $180,414,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 1,735,574 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $175,015,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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