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Nadler Financial Group, Inc.: SCHG position timeline

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

Nadler Financial Group, Inc. held 2,021,747 SCHG 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 2,021,747 shares
    Change vs previous 13F +58,341 shares

    5.8% of the 13F portfolio, value $68,415,912.

    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 1,963,406 shares
    Change vs previous 13F +35,829 shares

    5.51% of the 13F portfolio, value $57,194,016.

    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 1,927,577 shares
    Change vs previous 13F +11,754 shares

    5.85% of the 13F portfolio, value $62,877,561.

    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 1,915,823 shares
    Change vs previous 13F -26,986 shares

    5.83% of the 13F portfolio, value $61,133,927.

    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 1,942,809 shares
    Change vs previous 13F +50,947 shares

    5.81% of the 13F portfolio, value $56,749,451.

    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 1,891,862 shares
    Change vs previous 13F -79,449 shares

    5.25% of the 13F portfolio, value $47,372,218.

    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 1,971,311 shares
    Change vs previous 13F +1,485,653 shares

    5.79% of the 13F portfolio, value $54,940,435.

    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 485,658 shares
    Change vs previous 13F not available

    5.58% of the 13F portfolio, value $50,595,901.

    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).