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Disclosery

Ethos Financial Group, LLC: SCHB position timeline

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

Ethos Financial Group, LLC held 1,795,643 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,795,643 shares
    Change vs previous 13F -230,690 shares

    3.39% of the 13F portfolio, value $50,678,948.

    13F-HR 0001954242-26-000004 filed by Ethos 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 2,026,333 shares
    Change vs previous 13F +69,826 shares

    3.72% of the 13F portfolio, value $50,855,283.

    13F-HR 0001954242-26-000003 filed by Ethos 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 1,956,507 shares
    Change vs previous 13F -115,674 shares

    3.79% of the 13F portfolio, value $51,319,177.

    13F-HR 0001954242-26-000002 filed by Ethos 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 2,072,181 shares
    Change vs previous 13F +12,243 shares

    4.18% of the 13F portfolio, value $53,275,778.

    13F-HR 0001954242-25-000007 filed by Ethos 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 2,059,938 shares
    Change vs previous 13F +190,620 shares

    4.22% of the 13F portfolio, value $49,088,320.

    13F-HR 0001954242-25-000005 filed by Ethos 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 1,869,318 shares
    Change vs previous 13F -1,653 shares

    4.06% of the 13F portfolio, value $42,423,909.

    13F-HR 0001954242-25-000003 filed by Ethos 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 1,870,971 shares
    Change vs previous 13F +1,282,079 shares

    5.54% of the 13F portfolio, value $42,471,035.

    13F-HR 0001954242-25-000002 filed by Ethos 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 ended2024-09-30
    13F 588,892 shares
    Change vs previous 13F not available

    6.46% of the 13F portfolio, value $39,173,000.

    13F-HR 0001954242-24-000009 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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