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Disclosery

Monetary Solutions, Ltd: SCHG position timeline

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

Monetary Solutions, Ltd held 136,715 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 136,715 shares
    Change vs previous 13F -1,226 shares

    3.98% of the 13F portfolio, value $4,626,421.

    13F-HR 0002112370-26-000003 filed by Monetary Solutions, Ltd
    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 137,941 shares
    Change vs previous 13F -250 shares

    3.88% of the 13F portfolio, value $4,018,214.

    13F-HR 0002112370-26-000002 filed by Monetary Solutions, Ltd
    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 138,191 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $4,507,799.

    13F-HR 0002112370-26-000001 filed by Monetary Solutions, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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