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Disclosery

Nadler Financial Group, Inc.: SCHD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Nadler Financial Group, Inc. on SCHD, newest first. How the timeline and the estimate are built.

Nadler Financial Group, Inc. held 122,227 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 122,227 shares
    Change vs previous 13F -3,416 shares

    0.33% of the 13F portfolio, value $3,875,814.

    13F-HR 0001541787-26-000008 filed by Nadler Financial Group, Inc.
    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 125,643 shares
    Change vs previous 13F -735,259 shares

    0.37% of the 13F portfolio, value $3,854,724.

    13F-HR 0001541787-26-000006 filed by Nadler Financial Group, Inc.
    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 860,902 shares
    Change vs previous 13F -56,244 shares

    2.2% of the 13F portfolio, value $23,614,537.

    13F-HR 0001541787-26-000005 filed by Nadler Financial Group, Inc.
    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 917,146 shares
    Change vs previous 13F -119,395 shares

    2.39% of the 13F portfolio, value $25,038,092.

    13F-HR 0001541787-25-000008 filed by Nadler Financial Group, Inc.
    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 1,036,541 shares
    Change vs previous 13F -64,866 shares

    2.81% of the 13F portfolio, value $27,468,336.

    13F-HR 0001541787-25-000005 filed by Nadler Financial Group, Inc.
    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 1,101,407 shares
    Change vs previous 13F +4,143 shares

    3.41% of the 13F portfolio, value $30,795,349.

    13F-HR 0001541787-25-000004 filed by Nadler Financial Group, Inc.
    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 1,097,264 shares
    Change vs previous 13F +740,741 shares

    3.16% of the 13F portfolio, value $29,977,247.

    13F-HR 0001541787-25-000003 filed by Nadler Financial Group, Inc.
    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 356,523 shares
    Change vs previous 13F not available

    3.32% of the 13F portfolio, value $30,136,860.

    13F-HR 0001541787-24-000007 filed by Nadler Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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