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OSAIC HOLDINGS, INC.: SCHG position timeline

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

OSAIC HOLDINGS, INC. held 18,396,878 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,396,878 shares
    Change vs previous 13F +194,976 shares

    0.73% of the 13F portfolio, value $622,575,369.

    13F-HR 0001677044-26-000006 filed by OSAIC 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 18,201,902 shares
    Change vs previous 13F -81,051 shares

    0.78% of the 13F portfolio, value $530,052,117.

    13F-HR 0001677044-26-000005 filed by OSAIC 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 18,282,953 shares
    Change vs previous 13F -1,149,933 shares

    0.87% of the 13F portfolio, value $596,413,324.

    13F-HR 0001677044-26-000002 filed by OSAIC 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 19,432,886 shares
    Change vs previous 13F +597,199 shares

    0.85% of the 13F portfolio, value $608,388,906.

    13F-HR 0001677044-25-000022 filed by OSAIC 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/A 18,835,687 shares
    Change vs previous 13F +1,175,660 shares

    0.98% of the 13F portfolio, value $549,441,326.

    13F-HR/A 0001677044-25-000019 filed by OSAIC 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 17,660,027 shares
    Change vs previous 13F +3,337,420 shares

    0.99% of the 13F portfolio, value $442,216,006.

    13F-HR 0001677044-25-000007 filed by OSAIC 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/A 14,322,607 shares
    Change vs previous 13F +10,320,932 shares

    0.9% of the 13F portfolio, value $399,179,322.

    13F-HR/A 0001677044-25-000012 filed by OSAIC 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 4,001,675 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $416,796,342.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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