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OneAscent Financial Services LLC: SCHG position timeline

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

OneAscent Financial Services LLC held 217,586 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 217,586 shares
    Change vs previous 13F -38,373 shares

    0.28% of the 13F portfolio, value $7,363,130.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 186,280 shares
    • OneAscent Wealth Management LLC: 20,741 shares
    • OneAscent Family Office, LLC: 10,565 shares

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

  2. period ended2026-03-31
    13F 255,959 shares
    Change vs previous 13F +8,631 shares

    0.33% of the 13F portfolio, value $7,456,071.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 179,159 shares
    • OneAscent Wealth Management LLC: 34,034 shares
    • OneAscent Family Office, LLC: 42,766 shares

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

  3. period ended2025-12-31
    13F 247,328 shares
    Change vs previous 13F +41,182 shares

    0.53% of the 13F portfolio, value $8,067,842.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 163,504 shares
    • OneAscent Wealth Management LLC: 37,042 shares
    • OneAscent Family Office, LLC: 46,782 shares

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

  4. period ended2025-09-30
    13F/A 206,146 shares
    Change vs previous 13F -14,159 shares

    0.53% of the 13F portfolio, value $6,578,134.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 125,841 shares
    • OneAscent Wealth Management LLC: 34,206 shares
    • OneAscent Family Office, LLC: 46,099 shares

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

  5. period ended2025-06-30
    13F 220,305 shares
    Change vs previous 13F +113,698 shares

    0.36% of the 13F portfolio, value $6,430,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 145,412 shares
    • OneAscent Wealth Management LLC: 32,183 shares
    • OneAscent Family Office, LLC: 42,710 shares

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

  6. period ended2025-03-31
    13F 106,607 shares
    Change vs previous 13F +64,236 shares

    0.14% of the 13F portfolio, value $2,684,000.

    13F-HR 0001780985-25-000003 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 45,468 shares
    • OneAscent Wealth Management LLC: 23,560 shares
    • OneAscent Family Office, LLC: 37,579 shares

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

  7. period ended2024-12-31
    13F 42,371 shares
    Change vs previous 13F +30,828 shares

    0.1% of the 13F portfolio, value $1,181,000.

    13F-HR 0001780985-25-000001 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    • OneAscent Financial Services LLC: 42,371 shares
    • OneAscent Wealth Management LLC: 0 shares

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

  8. period ended2024-09-30
    13F 11,543 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,203,000.

    13F-HR 0001844707-24-000001 filed by OneAscent Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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