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CERTIOR FINANCIAL GROUP, LLC: SCHG position timeline

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

CERTIOR FINANCIAL GROUP, LLC held 400,233 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 400,233 shares
    Change vs previous 13F +28,915 shares

    7.42% of the 13F portfolio, value $13,543,882.

    13F-HR 0001104659-26-084938 filed by CERTIOR FINANCIAL GROUP, 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 371,318 shares
    Change vs previous 13F +24,764 shares

    6.89% of the 13F portfolio, value $10,816,488.

    13F-HR 0001104659-26-049297 filed by CERTIOR 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 ended2025-12-31
    13F 346,554 shares
    Change vs previous 13F +8,377 shares

    7.7% of the 13F portfolio, value $11,304,576.

    13F-HR 0001104659-26-010102 filed by CERTIOR 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 ended2025-09-30
    13F 338,177 shares
    Change vs previous 13F +12,056 shares

    7.32% of the 13F portfolio, value $10,791,230.

    13F-HR 0001104659-25-104742 filed by CERTIOR 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 ended2025-06-30
    13F 326,121 shares
    Change vs previous 13F +24,664 shares

    7.31% of the 13F portfolio, value $9,525,980.

    13F-HR 0001104659-25-077440 filed by CERTIOR 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 ended2025-03-31
    13F 301,457 shares
    Change vs previous 13F +93,855 shares

    6.24% of the 13F portfolio, value $7,548,480.

    13F-HR 0001104659-25-049185 filed by CERTIOR 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 ended2024-12-31
    13F 207,602 shares
    Change vs previous 13F not available

    5.14% of the 13F portfolio, value $5,785,877.

    13F-HR 0001104659-25-012569 filed by CERTIOR FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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