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Disclosery

MATHER GROUP, LLC.: SCHV position timeline

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

MATHER GROUP, LLC. held 10,099,022 SCHV 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 10,099,022 shares
    Change vs previous 13F -25,242,337 shares

    3.07% of the 13F portfolio, value $351,546,950.

    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 35,341,359 shares
    Change vs previous 13F +212,582 shares

    10.75% of the 13F portfolio, value $1,077,911,458.

    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 35,128,777 shares
    Change vs previous 13F +1,023,339 shares

    10.71% of the 13F portfolio, value $1,040,163,084.

    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 34,105,438 shares
    Change vs previous 13F +1,113,321 shares

    10.02% of the 13F portfolio, value $992,809,290.

    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 32,992,117 shares
    Change vs previous 13F +7,333 shares

    9.75% of the 13F portfolio, value $912,891,910.

    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 32,984,784 shares
    Change vs previous 13F +1,023,250 shares

    10.13% of the 13F portfolio, value $876,735,556.

    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 31,961,534 shares
    Change vs previous 13F +21,215,739 shares

    10.81% of the 13F portfolio, value $833,237,199.

    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 10,745,795 shares
    Change vs previous 13F not available

    11.09% of the 13F portfolio, value $863,639,507.

    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).