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Disclosery

Fund Evaluation Group, LLC: SCHG position timeline

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

Fund Evaluation Group, LLC held 14,648,669 SCHG 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 14,648,669 shares
    Change vs previous 13F +3,964,875 shares

    13.38% of the 13F portfolio, value $495,656,068.

    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 10,683,794 shares
    Change vs previous 13F +1,238,208 shares

    9.56% of the 13F portfolio, value $311,070,183.

    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 9,445,586 shares
    Change vs previous 13F -207,306 shares

    10.19% of the 13F portfolio, value $308,152,546.

    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 9,652,892 shares
    Change vs previous 13F +462,869 shares

    11.15% of the 13F portfolio, value $308,005,005.

    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 9,190,023 shares
    Change vs previous 13F -981,329 shares

    10.38% of the 13F portfolio, value $268,416,238.

    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 10,171,352 shares
    Change vs previous 13F -719,088 shares

    11.01% of the 13F portfolio, value $254,688,101.

    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 10,890,440 shares
    Change vs previous 13F +7,795,701 shares

    14.19% of the 13F portfolio, value $303,576,326.

    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 3,094,739 shares
    Change vs previous 13F not available

    17.84% of the 13F portfolio, value $322,381,000.

    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).