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Disclosery

MATHER GROUP, LLC.: SCHB position timeline

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

MATHER GROUP, LLC. held 94,055 SCHB 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 94,055 shares
    Change vs previous 13F -56 shares

    0.02% of the 13F portfolio, value $2,723,833.

    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 94,111 shares
    Change vs previous 13F -2,241 shares

    0.02% of the 13F portfolio, value $2,362,186.

    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 96,352 shares
    Change vs previous 13F -1,176 shares

    0.03% of the 13F portfolio, value $2,527,313.

    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 97,528 shares
    Change vs previous 13F -3,288 shares

    0.03% of the 13F portfolio, value $2,507,445.

    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 100,816 shares
    Change vs previous 13F -2,257 shares

    0.03% of the 13F portfolio, value $2,402,446.

    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 103,073 shares
    Change vs previous 13F -19,681 shares

    0.03% of the 13F portfolio, value $2,219,162.

    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 122,754 shares
    Change vs previous 13F +81,239 shares

    0.04% of the 13F portfolio, value $2,786,516.

    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 41,515 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,761,578.

    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).