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Disclosery

Facet Wealth, Inc.: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Facet Wealth, Inc. on SCHG, newest first. How the timeline and the estimate are built.

Facet Wealth, Inc. held 1,300,609 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,300,609 shares
    Change vs previous 13F -36,107 shares

    0.63% of the 13F portfolio, value $44,012,611.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, Inc.
    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 1,336,716 shares
    Change vs previous 13F +276,639 shares

    0.67% of the 13F portfolio, value $38,938,549.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, Inc.
    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 1,060,077 shares
    Change vs previous 13F -36,805 shares

    0.61% of the 13F portfolio, value $34,441,889.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, Inc.
    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 1,096,882 shares
    Change vs previous 13F -7,700 shares

    0.72% of the 13F portfolio, value $35,001,495.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, Inc.
    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 1,104,582 shares
    Change vs previous 13F -17,566 shares

    0.76% of the 13F portfolio, value $33,380,469.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, Inc.
    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 1,122,148 shares
    Change vs previous 13F +1,014,017 shares

    0.75% of the 13F portfolio, value $29,119,735.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, Inc.
    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 108,131 shares
    Change vs previous 13F +15,431 shares

    0.08% of the 13F portfolio, value $3,073,069.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, Inc.
    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 92,700 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,424,109.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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