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Disclosery

MATHER GROUP, LLC.: SCHM position timeline

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

MATHER GROUP, LLC. held 85,283 SCHM 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 85,283 shares
    Change vs previous 13F -1,410 shares

    0.03% of the 13F portfolio, value $3,144,401.

    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 86,693 shares
    Change vs previous 13F +660 shares

    0.03% of the 13F portfolio, value $2,684,030.

    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 86,033 shares
    Change vs previous 13F -5,071 shares

    0.03% of the 13F portfolio, value $2,587,026.

    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 91,104 shares
    Change vs previous 13F -138 shares

    0.03% of the 13F portfolio, value $2,700,336.

    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 91,242 shares
    Change vs previous 13F -3,230 shares

    0.03% of the 13F portfolio, value $2,559,352.

    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 94,472 shares
    Change vs previous 13F -17,349 shares

    0.03% of the 13F portfolio, value $2,475,178.

    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 111,821 shares
    Change vs previous 13F +73,028 shares

    0.04% of the 13F portfolio, value $3,098,573.

    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 38,793 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,223,296.

    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).