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Disclosery

Ethos Financial Group, LLC: SCHG position timeline

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

Ethos Financial Group, LLC held 776,885 SCHG 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 776,885 shares
    Change vs previous 13F -88,927 shares

    1.73% of the 13F portfolio, value $25,823,659.

    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 865,812 shares
    Change vs previous 13F -8,558 shares

    1.84% of the 13F portfolio, value $25,221,051.

    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 874,370 shares
    Change vs previous 13F -27,898 shares

    2.11% of the 13F portfolio, value $28,521,961.

    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 902,268 shares
    Change vs previous 13F +34,294 shares

    2.26% of the 13F portfolio, value $28,791,387.

    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 867,974 shares
    Change vs previous 13F +65,438 shares

    2.18% of the 13F portfolio, value $25,353,509.

    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 802,536 shares
    Change vs previous 13F +64 shares

    2.14% of the 13F portfolio, value $22,366,510.

    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 802,472 shares
    Change vs previous 13F +619,514 shares

    2.92% of the 13F portfolio, value $22,364,907.

    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 182,958 shares
    Change vs previous 13F not available

    3.14% of the 13F portfolio, value $19,061,000.

    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).