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Disclosery

Broadview Financial Management, LLC: SCHG position timeline

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

Broadview Financial Management, LLC held 115,423 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 115,423 shares
    Change vs previous 13F -522 shares

    2.39% of the 13F portfolio, value $3,905,913.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 115,945 shares
    Change vs previous 13F +3,351 shares

    2.31% of the 13F portfolio, value $3,377,479.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 112,594 shares
    Change vs previous 13F -611 shares

    2.46% of the 13F portfolio, value $3,672,817.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, 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 113,205 shares
    Change vs previous 13F -2,979 shares

    2.44% of the 13F portfolio, value $3,612,375.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, 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 116,184 shares
    Change vs previous 13F -634 shares

    2.31% of the 13F portfolio, value $3,393,748.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 116,818 shares
    Change vs previous 13F -2,221 shares

    2.18% of the 13F portfolio, value $2,925,121.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 119,039 shares
    Change vs previous 13F +87,777 shares

    2.37% of the 13F portfolio, value $3,317,619.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, 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 31,262 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,256,869.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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