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Disclosery

Financial Guidance Group, Inc.: SCHD position timeline

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

Financial Guidance Group, Inc. held 517,863 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 517,863 shares
    Change vs previous 13F +1,340 shares

    6.14% of the 13F portfolio, value $16,421,426.

    13F-HR 0001929349-26-000008 filed by Financial Guidance Group, 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 516,523 shares
    Change vs previous 13F -5,913 shares

    6.37% of the 13F portfolio, value $15,846,922.

    13F-HR 0001929349-26-000004 filed by Financial Guidance Group, 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 522,436 shares
    Change vs previous 13F +8,914 shares

    5.86% of the 13F portfolio, value $14,330,413.

    13F-HR 0001929349-26-000002 filed by Financial Guidance Group, 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 513,522 shares
    Change vs previous 13F -18,219 shares

    6.29% of the 13F portfolio, value $14,019,151.

    13F-HR 0001929349-25-000005 filed by Financial Guidance Group, 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 531,741 shares
    Change vs previous 13F -26,611 shares

    6.85% of the 13F portfolio, value $14,091,147.

    13F-HR 0001085146-25-004235 filed by Financial Guidance Group, 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 558,352 shares
    Change vs previous 13F -3,799 shares

    8.43% of the 13F portfolio, value $15,611,514.

    13F-HR 0001085146-25-002270 filed by Financial Guidance Group, 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 562,151 shares
    Change vs previous 13F +361,867 shares

    8.41% of the 13F portfolio, value $15,357,970.

    13F-HR 0001085146-25-000604 filed by Financial Guidance Group, 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 200,284 shares
    Change vs previous 13F not available

    9.88% of the 13F portfolio, value $16,929,978.

    13F-HR 0001085146-24-005072 filed by Financial Guidance Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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