Carter Financial Group, INC.: SCHH position timeline

Carter Financial Group, INC. held 76,887 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 76,887 shares

   Change vs previous 13F +2,024 shares

   0.94% of the 13F portfolio, value $1,820,678.

   13F-HR 0001104659-26-088534 filed by Carter Financial Group, INC.
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 74,863 shares

   Change vs previous 13F -6,150 shares

   1% of the 13F portfolio, value $1,608,806.

   13F-HR 0001104659-26-049334 filed by Carter Financial Group, INC.
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 81,013 shares

   Change vs previous 13F +4,198 shares

   1% of the 13F portfolio, value $1,692,355.

   13F-HR 0001104659-26-014882 filed by Carter Financial Group, INC.
   Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 76,815 shares

   Change vs previous 13F +7,451 shares

   1% of the 13F portfolio, value $1,656,896.

   13F-HR 0001104659-25-112072 filed by Carter Financial Group, INC.
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 69,364 shares

   Change vs previous 13F not available

   0.96% of the 13F portfolio, value $1,467,740.

   13F-HR 0001104659-25-081781 filed by Carter Financial Group, INC.
   Filed 2025-08-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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