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MATHER GROUP, LLC.: SCHE position timeline

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

MATHER GROUP, LLC. held 2,118,024 SCHE 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 2,118,024 shares
    Change vs previous 13F +36,639 shares

    0.67% of the 13F portfolio, value $76,799,543.

    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 2,081,385 shares
    Change vs previous 13F -14,509 shares

    0.68% of the 13F portfolio, value $68,581,631.

    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 2,095,894 shares
    Change vs previous 13F +783 shares

    0.71% of the 13F portfolio, value $68,640,523.

    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 2,095,111 shares
    Change vs previous 13F -19,751 shares

    0.71% of the 13F portfolio, value $69,913,866.

    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 2,114,862 shares
    Change vs previous 13F +1,074 shares

    0.68% of the 13F portfolio, value $63,741,926.

    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 2,113,788 shares
    Change vs previous 13F +112,472 shares

    0.67% of the 13F portfolio, value $58,277,138.

    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 2,001,316 shares
    Change vs previous 13F -33,790 shares

    0.69% of the 13F portfolio, value $53,295,033.

    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 2,035,106 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $59,384,370.

    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).