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Disclosery

Fund Evaluation Group, LLC: SCHF position timeline

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

Fund Evaluation Group, LLC held 4,807,713 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,807,713 shares
    Change vs previous 13F -725,524 shares

    3.6% of the 13F portfolio, value $133,173,637.

    13F-HR 0001420506-26-001466 filed by Fund Evaluation Group, LLC
    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 5,533,237 shares
    Change vs previous 13F -193,311 shares

    4.21% of the 13F portfolio, value $136,947,619.

    13F-HR 0001420506-26-000854 filed by Fund Evaluation Group, LLC
    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 5,726,548 shares
    Change vs previous 13F +1,022,253 shares

    4.55% of the 13F portfolio, value $137,666,217.

    13F-HR 0001420506-26-000294 filed by Fund Evaluation Group, LLC
    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 4,704,295 shares
    Change vs previous 13F -100,143 shares

    3.96% of the 13F portfolio, value $109,515,981.

    13F-HR 0001420506-25-003080 filed by Fund Evaluation Group, LLC
    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 4,804,438 shares
    Change vs previous 13F +790,573 shares

    4.1% of the 13F portfolio, value $106,178,074.

    13F-HR 0001420506-25-001768 filed by Fund Evaluation Group, LLC
    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 4,013,865 shares
    Change vs previous 13F +1,740,777 shares

    3.43% of the 13F portfolio, value $79,394,252.

    13F-HR 0001420506-25-000826 filed by Fund Evaluation Group, LLC
    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 2,273,088 shares
    Change vs previous 13F +10,740 shares

    1.97% of the 13F portfolio, value $42,052,130.

    13F-HR 0001420506-25-000306 filed by Fund Evaluation Group, LLC
    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 2,262,348 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $93,028,000.

    13F-HR 0001356249-24-000008 filed by Fund Evaluation Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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