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Disclosery

Fund Evaluation Group, LLC: SCHH position timeline

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

Fund Evaluation Group, LLC held 39,129 SCHH 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 39,129 shares
    Change vs previous 13F -915 shares

    0.03% of the 13F portfolio, value $926,575.

    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 40,044 shares
    Change vs previous 13F +3,730 shares

    0.03% of the 13F portfolio, value $860,546.

    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 36,314 shares
    Change vs previous 13F -995 shares

    0.03% of the 13F portfolio, value $758,599.

    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 37,309 shares
    Change vs previous 13F -985 shares

    0.03% of the 13F portfolio, value $804,755.

    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 38,294 shares
    Change vs previous 13F +38,294 shares

    0.03% of the 13F portfolio, value $810,301.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.