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Disclosery

Ethos Financial Group, LLC: SCHV position timeline

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

Ethos Financial Group, LLC held 610,180 SCHV 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 610,180 shares
    Change vs previous 13F -83,088 shares

    1.38% of the 13F portfolio, value $20,599,671.

    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 693,268 shares
    Change vs previous 13F +11,061 shares

    1.54% of the 13F portfolio, value $21,144,689.

    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 682,207 shares
    Change vs previous 13F +6,318 shares

    1.49% of the 13F portfolio, value $20,200,154.

    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 675,889 shares
    Change vs previous 13F +6,672 shares

    1.54% of the 13F portfolio, value $19,675,139.

    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 669,217 shares
    Change vs previous 13F +82,907 shares

    1.59% of the 13F portfolio, value $18,517,244.

    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 586,310 shares
    Change vs previous 13F 0 shares

    1.46% of the 13F portfolio, value $15,285,111.

    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 586,310 shares
    Change vs previous 13F +406,517 shares

    1.99% of the 13F portfolio, value $15,285,111.

    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 179,793 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $14,450,000.

    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).