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Hershey Financial Advisers, LLC: SCHG position timeline

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

Hershey Financial Advisers, LLC held 55,133 SCHG 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 55,133 shares
    Change vs previous 13F +41,922 shares

    1.34% of the 13F portfolio, value $1,865,701.

    13F-HR 0002034214-26-000003 filed by Hershey Financial Advisers, 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 13,211 shares
    Change vs previous 13F -1,855 shares

    0.33% of the 13F portfolio, value $384,837.

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, 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 15,066 shares
    Change vs previous 13F -75,639 shares

    0.42% of the 13F portfolio, value $491,453.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, 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 90,705 shares
    Change vs previous 13F -18,721 shares

    2.48% of the 13F portfolio, value $2,894,397.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, 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 109,426 shares
    Change vs previous 13F -14,916 shares

    2.86% of the 13F portfolio, value $3,196,333.

    13F-HR 0002034214-25-000003 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 124,342 shares
    Change vs previous 13F not available

    3.05% of the 13F portfolio, value $3,465,412.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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