Skip to content
Disclosery

INDEPENDENT FINANCIAL GROUP, LLC: SCHG position timeline

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

INDEPENDENT FINANCIAL GROUP, LLC held 716,173 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 716,173 shares
    Change vs previous 13F +176,979 shares

    0.47% of the 13F portfolio, value $25,732,098.

    13F-HR 0000275484-26-000032 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 539,194 shares
    Change vs previous 13F +92,852 shares

    0.34% of the 13F portfolio, value $18,246,340.

    13F-HR 0000275484-26-000028 filed by INDEPENDENT FINANCIAL 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 ended2026-03-31
    13F/A 446,342 shares
    Change vs previous 13F +27,189 shares

    0.29% of the 13F portfolio, value $13,001,937.

    13F-HR/A 0000275484-26-000006 filed by INDEPENDENT FINANCIAL 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 ended2025-12-31
    13F 419,153 shares
    Change vs previous 13F +22,391 shares

    0.31% of the 13F portfolio, value $13,672,760.

    13F-HR 0000275484-26-000003 filed by INDEPENDENT FINANCIAL 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 ended2025-09-30
    13F 396,762 shares
    Change vs previous 13F +15,028 shares

    0.3% of the 13F portfolio, value $12,660,664.

    13F-HR 0000275484-26-000004 filed by INDEPENDENT FINANCIAL 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 ended2025-06-30
    13F 381,734 shares
    Change vs previous 13F +92,171 shares

    0.31% of the 13F portfolio, value $11,150,450.

    13F-HR 0000275484-26-000005 filed by INDEPENDENT FINANCIAL 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 ended2025-03-31
    13F 289,563 shares
    Change vs previous 13F +901 shares

    0.25% of the 13F portfolio, value $7,250,666.

    13F-HR 0000275484-26-000007 filed by INDEPENDENT FINANCIAL 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 ended2024-12-31
    13F 288,662 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,045,001.

    13F-HR 0000275484-26-000012 filed by INDEPENDENT FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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