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Disclosery

Ethos Financial Group, LLC: SCHX position timeline

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

Ethos Financial Group, LLC held 1,046,192 SCHX 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 1,046,192 shares
    Change vs previous 13F -195,811 shares

    2.02% of the 13F portfolio, value $30,140,786.

    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 1,242,003 shares
    Change vs previous 13F +23,566 shares

    2.33% of the 13F portfolio, value $31,841,197.

    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 1,218,437 shares
    Change vs previous 13F +10,944 shares

    2.42% of the 13F portfolio, value $32,788,149.

    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 1,207,493 shares
    Change vs previous 13F +5,965 shares

    2.5% of the 13F portfolio, value $31,805,374.

    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 1,201,528 shares
    Change vs previous 13F +175,482 shares

    2.53% of the 13F portfolio, value $29,365,341.

    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 1,026,046 shares
    Change vs previous 13F +5,485 shares

    2.27% of the 13F portfolio, value $23,777,714.

    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 1,020,561 shares
    Change vs previous 13F +712,922 shares

    3.08% of the 13F portfolio, value $23,656,593.

    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 307,639 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $20,873,000.

    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).