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Disclosery

MATHER GROUP, LLC.: SCHC position timeline

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

MATHER GROUP, LLC. held 1,103,737 SCHC 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 1,103,737 shares
    Change vs previous 13F +5,099 shares

    0.46% of the 13F portfolio, value $53,111,808.

    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 1,098,638 shares
    Change vs previous 13F -4,465 shares

    0.51% of the 13F portfolio, value $51,350,320.

    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 1,103,103 shares
    Change vs previous 13F +3,799 shares

    0.52% of the 13F portfolio, value $50,224,260.

    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 1,099,304 shares
    Change vs previous 13F -61,554 shares

    0.51% of the 13F portfolio, value $50,029,306.

    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 1,160,858 shares
    Change vs previous 13F +3,688 shares

    0.53% of the 13F portfolio, value $49,440,924.

    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 1,157,170 shares
    Change vs previous 13F +120,509 shares

    0.48% of the 13F portfolio, value $41,519,248.

    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 1,036,661 shares
    Change vs previous 13F -14,815 shares

    0.46% of the 13F portfolio, value $35,588,574.

    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 1,051,476 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $40,513,352.

    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).