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Disclosery

Michels Family Financial, LLC: SCHG position timeline

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

Michels Family Financial, LLC held 82,865 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,865 shares
    Change vs previous 13F +4,076 shares

    1.8% of the 13F portfolio, value $2,804,141.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 78,789 shares
    Change vs previous 13F +3,877 shares

    1.66% of the 13F portfolio, value $2,295,135.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 74,912 shares
    Change vs previous 13F +3,089 shares

    1.8% of the 13F portfolio, value $2,443,631.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 71,823 shares
    Change vs previous 13F +2,898 shares

    1.78% of the 13F portfolio, value $2,291,885.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 68,925 shares
    Change vs previous 13F +1,863 shares

    1.72% of the 13F portfolio, value $2,013,298.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 67,062 shares
    Change vs previous 13F -297 shares

    1.52% of the 13F portfolio, value $1,679,232.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 67,359 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,877,294.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).