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MATHER GROUP, LLC.: SCHA position timeline

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

MATHER GROUP, LLC. held 242,285 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,285 shares
    Change vs previous 13F +9,746 shares

    0.08% of the 13F portfolio, value $8,753,748.

    13F-HR 0001527641-26-000004 filed by MATHER 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 232,539 shares
    Change vs previous 13F +1,657 shares

    0.07% of the 13F portfolio, value $6,762,230.

    13F-HR 0001527641-26-000003 filed by MATHER 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 230,882 shares
    Change vs previous 13F +41 shares

    0.07% of the 13F portfolio, value $6,575,515.

    13F-HR 0001527641-26-000001 filed by MATHER 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 230,841 shares
    Change vs previous 13F -820 shares

    0.07% of the 13F portfolio, value $6,440,460.

    13F-HR 0001527641-25-000008 filed by MATHER 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 231,661 shares
    Change vs previous 13F -13,207 shares

    0.06% of the 13F portfolio, value $5,861,031.

    13F-HR 0001527641-25-000006 filed by MATHER 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 244,868 shares
    Change vs previous 13F -57,410 shares

    0.07% of the 13F portfolio, value $5,737,264.

    13F-HR 0001527641-25-000005 filed by MATHER 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 302,278 shares
    Change vs previous 13F +146,455 shares

    0.1% of the 13F portfolio, value $7,816,917.

    13F-HR 0001527641-25-000002 filed by MATHER 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 155,823 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $8,024,901.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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