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Equitable Holdings, Inc.: SCHG position timeline

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

Equitable Holdings, Inc. held 777,590 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 777,590 shares
    Change vs previous 13F +50,794 shares

    0.16% of the 13F portfolio, value $26,313,655.

    13F-HR 0001333986-26-000042 filed by Equitable Holdings, Inc.
    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 726,796 shares
    Change vs previous 13F +87,802 shares

    0.15% of the 13F portfolio, value $23,707,108.

    13F-HR 0001333986-26-000027 filed by Equitable Holdings, Inc.
    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 638,994 shares
    Change vs previous 13F +96,985 shares

    0.14% of the 13F portfolio, value $20,843,984.

    13F-HR 0001333986-26-000006 filed by Equitable Holdings, Inc.
    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 542,009 shares
    Change vs previous 13F -59,825 shares

    0.13% of the 13F portfolio, value $17,295,507.

    13F-HR 0001333986-25-000070 filed by Equitable Holdings, Inc.
    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 601,834 shares
    Change vs previous 13F -56,755 shares

    0.14% of the 13F portfolio, value $17,579,571.

    13F-HR 0001532155-25-000165 filed by Equitable Holdings, Inc.
    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 658,589 shares
    Change vs previous 13F +176,562 shares

    0.16% of the 13F portfolio, value $16,491,069.

    13F-HR 0001532155-25-000072 filed by Equitable Holdings, Inc.
    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 482,027 shares
    Change vs previous 13F +372,843 shares

    0.13% of the 13F portfolio, value $13,434,092.

    13F-HR 0001532155-25-000044 filed by Equitable Holdings, Inc.
    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 109,184 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $11,374,789.

    13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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