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Disclosery

Financially Speaking Inc: SCHG position timeline

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

Financially Speaking Inc held 16 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16 shares
    Change vs previous 13F -18 shares

    <0.01% of the 13F portfolio, value $467.

    13F-HR 0002040901-26-000004 filed by Financially Speaking 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 34 shares
    Change vs previous 13F -232,209 shares

    <0.01% of the 13F portfolio, value $991.

    13F-HR 0002040901-26-000002 filed by Financially Speaking 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 232,243 shares
    Change vs previous 13F -35,632 shares

    4.9% of the 13F portfolio, value $7,575,767.

    13F-HR 0001398344-26-002600 filed by Financially Speaking 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 267,875 shares
    Change vs previous 13F +20,718 shares

    5.61% of the 13F portfolio, value $8,547,891.

    13F-HR 0001398344-25-020442 filed by Financially Speaking 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 247,157 shares
    Change vs previous 13F +246,883 shares

    4.75% of the 13F portfolio, value $7,219,456.

    13F-HR 0001398344-25-014680 filed by Financially Speaking 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 274 shares
    Change vs previous 13F -633,821 shares

    0.01% of the 13F portfolio, value $6,861.

    13F-HR 0001398344-25-008919 filed by Financially Speaking 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 634,095 shares
    Change vs previous 13F not available

    12% of the 13F portfolio, value $17,672,227.

    13F-HR 0001398344-25-002410 filed by Financially Speaking Inc
    Filed (acceptance time not in the bulk data set), ingested

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