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Disclosery

Cambridge Financial Group, LLC: SCHD position timeline

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

Cambridge Financial Group, LLC held 90,249 SCHD shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 90,249 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $2,861,784.

    13F-HR 0001214659-26-012599 filed by Cambridge Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 90,249 shares
    Change vs previous 13F -20,232 shares

    0.9% of the 13F portfolio, value $2,861,784.

    13F-HR 0001214659-26-008499 filed by Cambridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 110,481 shares
    Change vs previous 13F -22,257 shares

    1.15% of the 13F portfolio, value $3,389,571.

    13F-HR 0001214659-26-004448 filed by Cambridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 132,738 shares
    Change vs previous 13F +4,570 shares

    1.27% of the 13F portfolio, value $3,646,414.

    13F-HR 0001214659-26-000305 filed by Cambridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 128,168 shares
    Change vs previous 13F +22,118 shares

    1.13% of the 13F portfolio, value $3,498,994.

    13F-HR 0001214659-25-014621 filed by Cambridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 106,050 shares
    Change vs previous 13F -4,991 shares

    1.06% of the 13F portfolio, value $2,810,323.

    13F-HR 0001214659-25-013554 filed by Cambridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 111,041 shares
    Change vs previous 13F -1,185 shares

    1.31% of the 13F portfolio, value $3,087,463.

    13F-HR 0001214659-25-013553 filed by Cambridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 112,226 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,066,031.

    13F-HR 0001214659-25-013552 filed by Cambridge Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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