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Disclosery

Keating Financial Advisory Services, Inc.: SCHG position timeline

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

Keating Financial Advisory Services, Inc. held 206,121 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 206,121 shares
    Change vs previous 13F -36,728 shares

    0.92% of the 13F portfolio, value $6,975,126.

    13F-HR 0002103443-26-000003 filed by Keating Financial Advisory Services, Inc.
    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 242,849 shares
    Change vs previous 13F -61,620 shares

    1.14% of the 13F portfolio, value $7,074,197.

    13F-HR 0002103443-26-000002 filed by Keating Financial Advisory Services, Inc.
    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 304,469 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $9,931,777.

    13F-HR 0002103443-26-000001 filed by Keating Financial Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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