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Disclosery

ASPIRIANT, LLC: SCHG position timeline

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

ASPIRIANT, LLC held 22,267 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,267 shares
    Change vs previous 13F +210 shares

    0.02% of the 13F portfolio, value $753,606.

    13F-HR 0001172661-26-002689 filed by ASPIRIANT, LLC
    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 22,057 shares
    Change vs previous 13F -15,641 shares

    0.02% of the 13F portfolio, value $642,541.

    13F-HR 0001172661-26-001732 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 37,698 shares
    Change vs previous 13F +7,050 shares

    0.04% of the 13F portfolio, value $1,229,699.

    13F-HR 0001172661-26-000216 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 30,648 shares
    Change vs previous 13F +14,476 shares

    0.03% of the 13F portfolio, value $977,967.

    13F-HR 0001172661-25-004424 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,172 shares
    Change vs previous 13F -1 shares

    0.02% of the 13F portfolio, value $472,375.

    13F-HR 0001172661-25-002762 filed by ASPIRIANT, LLC
    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 16,173 shares
    Change vs previous 13F -7,230 shares

    0.01% of the 13F portfolio, value $404,964.

    13F-HR 0001172661-25-001518 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 23,403 shares
    Change vs previous 13F +19,605 shares

    0.02% of the 13F portfolio, value $652,234.

    13F-HR 0001172661-25-000232 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,798 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $395,645.

    13F-HR 0001172661-24-004292 filed by ASPIRIANT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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