Skip to content
Disclosery

Financial Strategies Group, Inc.: SCHV position timeline

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

Financial Strategies Group, Inc. held 69,172 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,172 shares
    Change vs previous 13F -1,584 shares

    0.38% of the 13F portfolio, value $2,358,077.

    13F-HR 0001986152-26-000122 filed by Financial Strategies 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 70,756 shares
    Change vs previous 13F -1,427 shares

    0.38% of the 13F portfolio, value $2,264,195.

    13F-HR 0001986152-26-000075 filed by Financial Strategies 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 72,183 shares
    Change vs previous 13F -955 shares

    0.4% of the 13F portfolio, value $2,200,140.

    13F-HR 0001986152-26-000008 filed by Financial Strategies 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 73,138 shares
    Change vs previous 13F -2,328 shares

    0.4% of the 13F portfolio, value $2,105,644.

    13F-HR 0001986152-25-000097 filed by Financial Strategies 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 75,466 shares
    Change vs previous 13F +492 shares

    0.44% of the 13F portfolio, value $2,113,804.

    13F-HR 0001986152-25-000067 filed by Financial Strategies 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 74,974 shares
    Change vs previous 13F +6,506 shares

    0.44% of the 13F portfolio, value $1,876,600.

    13F-HR 0001986152-25-000045 filed by Financial Strategies 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 68,468 shares
    Change vs previous 13F +3,553 shares

    0.42% of the 13F portfolio, value $1,764,421.

    13F-HR 0001986152-25-000004 filed by Financial Strategies 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 64,915 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $1,763,741.

    13F-HR 0001986152-24-000052 filed by Financial Strategies Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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