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Disclosery

MATHER GROUP, LLC.: SCHG position timeline

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

MATHER GROUP, LLC. held 13,008,967 SCHG 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 13,008,967 shares
    Change vs previous 13F -30,519,998 shares

    3.84% of the 13F portfolio, value $440,223,460.

    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 43,528,965 shares
    Change vs previous 13F +1,718,415 shares

    12.65% of the 13F portfolio, value $1,267,998,738.

    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 41,810,550 shares
    Change vs previous 13F -357,792 shares

    14.05% of the 13F portfolio, value $1,363,860,147.

    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 42,168,342 shares
    Change vs previous 13F -118,636 shares

    13.58% of the 13F portfolio, value $1,345,591,799.

    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 42,286,978 shares
    Change vs previous 13F +1,836,380 shares

    13.19% of the 13F portfolio, value $1,235,202,676.

    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 40,450,598 shares
    Change vs previous 13F +1,254,652 shares

    11.71% of the 13F portfolio, value $1,012,882,969.

    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 39,195,946 shares
    Change vs previous 13F +29,430,979 shares

    14.17% of the 13F portfolio, value $1,092,391,016.

    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 9,764,967 shares
    Change vs previous 13F not available

    13.07% of the 13F portfolio, value $1,017,314,262.

    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).