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Disclosery

Financial Advisory Group: SCHF position timeline

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

Financial Advisory Group held 304,111 SCHF shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 304,111 shares
    Change vs previous 13F -17,443 shares

    2.09% of the 13F portfolio, value $11,866,392.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 321,554 shares
    Change vs previous 13F -8,700 shares

    2.25% of the 13F portfolio, value $11,884,618.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 330,254 shares
    Change vs previous 13F -10,382 shares

    2.31% of the 13F portfolio, value $11,215,430.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 340,636 shares
    Change vs previous 13F -3,301 shares

    2.4% of the 13F portfolio, value $12,143,678.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 343,937 shares
    Change vs previous 13F +11,731 shares

    2.42% of the 13F portfolio, value $11,969,001.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 332,206 shares
    Change vs previous 13F +147,922 shares

    2.27% of the 13F portfolio, value $10,700,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 184,284 shares
    Change vs previous 13F +42,707 shares

    1.17% of the 13F portfolio, value $5,184,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 141,577 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,453,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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