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Disclosery

Fairway Financial, LLC: SCHG position timeline

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

Fairway Financial, LLC held 344,149 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 344,149 shares
    Change vs previous 13F +1,261 shares

    7.96% of the 13F portfolio, value $11,646,012.

    13F-HR 0001921009-26-000004 filed by Fairway Financial, 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 342,888 shares
    Change vs previous 13F +1,393 shares

    7.59% of the 13F portfolio, value $9,988,333.

    13F-HR 0001921009-26-000003 filed by Fairway Financial, 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 341,495 shares
    Change vs previous 13F -2,826 shares

    8.41% of the 13F portfolio, value $11,139,582.

    13F-HR 0001921009-26-000001 filed by Fairway Financial, 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 344,321 shares
    Change vs previous 13F +1,145 shares

    8.66% of the 13F portfolio, value $10,987,283.

    13F-HR 0001921009-25-000003 filed by Fairway Financial, 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 343,176 shares
    Change vs previous 13F -42 shares

    8.48% of the 13F portfolio, value $10,024,170.

    13F-HR 0001085146-25-004568 filed by Fairway Financial, 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 343,218 shares
    Change vs previous 13F +763 shares

    7.8% of the 13F portfolio, value $8,594,190.

    13F-HR 0001085146-25-002424 filed by Fairway Financial, 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 342,455 shares
    Change vs previous 13F not available

    8.71% of the 13F portfolio, value $9,544,212.

    13F-HR 0001085146-25-000705 filed by Fairway Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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