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Disclosery

Financial Partners Group, Inc: SCHD position timeline

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

Financial Partners Group, Inc held 223,941 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 223,941 shares
    Change vs previous 13F -12,924 shares

    0.72% of the 13F portfolio, value $7,101,164.

    13F-HR 0002085853-26-000820 filed by Financial Partners 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 236,865 shares
    Change vs previous 13F +5,437 shares

    0.87% of the 13F portfolio, value $7,267,026.

    13F-HR 0002085853-26-000362 filed by Financial Partners 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 231,428 shares
    Change vs previous 13F -28,073 shares

    0.8% of the 13F portfolio, value $6,901,186.

    13F-HR 0002085853-26-000184 filed by Financial Partners 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 259,501 shares
    Change vs previous 13F -10,612 shares

    0.88% of the 13F portfolio, value $7,084,369.

    13F-HR 0002085853-25-000112 filed by Financial Partners 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 270,113 shares
    Change vs previous 13F +29,370 shares

    0.99% of the 13F portfolio, value $7,158,004.

    13F-HR 0001667731-25-000799 filed by Financial Partners 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 240,743 shares
    Change vs previous 13F +17,795 shares

    1.04% of the 13F portfolio, value $6,731,177.

    13F-HR 0001667731-25-000599 filed by Financial Partners 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 222,948 shares
    Change vs previous 13F +218,139 shares

    0.89% of the 13F portfolio, value $6,090,936.

    13F-HR 0001667731-25-000128 filed by Financial Partners 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 4,809 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $406,475.

    13F-HR 0001731169-24-000006 filed by Financial Partners Group, Inc
    Filed (acceptance time not in the bulk data set), ingested

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