OPPENHEIMER ASSET MANAGEMENT INC.: SCHG position timeline

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

OPPENHEIMER ASSET MANAGEMENT INC. held 787,660 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 787,660 shares
Change vs previous 13F +129,311 shares
0.14% of the 13F portfolio, value $26,654,414.
13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- OPPENHEIMER & CO INC: 643,381 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 144,279 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 658,349 shares
Change vs previous 13F +136,775 shares
0.11% of the 13F portfolio, value $19,177,706.
13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
Filed 2026-04-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- OPPENHEIMER & CO INC: 590,247 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 68,102 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 521,574 shares
Change vs previous 13F +7,215 shares
0.11% of the 13F portfolio, value $17,013,743.
13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- OPPENHEIMER & CO INC: 498,962 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 22,612 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 514,359 shares
Change vs previous 13F +34,399 shares
0.09% of the 13F portfolio, value $16,413,196.
13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
Filed 2025-11-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- OPPENHEIMER & CO INC: 491,561 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 22,798 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 479,960 shares
Change vs previous 13F +69,624 shares
0.09% of the 13F portfolio, value $14,019,631.
13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
Filed 2025-07-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- OPPENHEIMER & CO INC: 457,616 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 22,344 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 410,336 shares
Change vs previous 13F +60,782 shares
0.07% of the 13F portfolio, value $10,274,813.
13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
- OPPENHEIMER & CO INC: 387,700 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 22,636 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 349,554 shares
Change vs previous 13F +275,415 shares
0.07% of the 13F portfolio, value $9,742,070.
13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- OPPENHEIMER & CO INC: 325,123 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 24,431 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 74,139 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $7,723,801.
13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- OPPENHEIMER & CO INC: 68,408 shares
- OPPENHEIMER ASSET MANAGEMENT INC.: 5,731 shares
Acceptance time not in the bulk data set (spec §4.2).