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Disclosery

MATHER GROUP, LLC.: SCHD position timeline

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

MATHER GROUP, LLC. held 24,816 SCHD 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 24,816 shares
    Change vs previous 13F +3,037 shares

    0.01% of the 13F portfolio, value $786,928.

    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 21,779 shares
    Change vs previous 13F +2,963 shares

    0.01% of the 13F portfolio, value $668,185.

    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 18,816 shares
    Change vs previous 13F +953 shares

    0.01% of the 13F portfolio, value $516,116.

    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 17,863 shares
    Change vs previous 13F +2 shares

    <0.01% of the 13F portfolio, value $487,660.

    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 17,861 shares
    Change vs previous 13F +4,567 shares

    0.01% of the 13F portfolio, value $473,326.

    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 13,294 shares
    Change vs previous 13F +1,144 shares

    <0.01% of the 13F portfolio, value $371,691.

    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 12,150 shares
    Change vs previous 13F +9,050 shares

    <0.01% of the 13F portfolio, value $331,938.

    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 3,100 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $262,043.

    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).