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Disclosery

Prota Financial, LLC: SCHG position timeline

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

Prota Financial, LLC held 259,759 SCHG shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 259,759 shares
    Change vs previous 13F -6,876 shares

    5.97% of the 13F portfolio, value $9,351,318.

    13F-HR 0001754960-26-000817 filed by Prota Financial, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 266,635 shares
    Change vs previous 13F -11,298 shares

    5.99% of the 13F portfolio, value $9,094,916.

    13F-HR 0001754960-26-000410 filed by Prota 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 ended2026-03-31
    13F 277,933 shares
    Change vs previous 13F -37,647 shares

    5.87% of the 13F portfolio, value $8,096,188.

    13F-HR 0001754960-26-000215 filed by Prota 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 ended2025-12-31
    13F 315,580 shares
    Change vs previous 13F not available

    7.41% of the 13F portfolio, value $10,294,213.

    13F-HR 0001754960-26-000216 filed by Prota Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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