Red Mountain Financial, LLC: SCHG position timeline

Red Mountain Financial, LLC held 27,658 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 27,658 shares

   Change vs previous 13F +3,120 shares

   0.79% of the 13F portfolio, value $935,934.

   13F-HR 0001997650-26-000004 filed by Red Mountain Financial, LLC
   Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 24,538 shares

   Change vs previous 13F +3,816 shares

   0.67% of the 13F portfolio, value $714,802.

   13F-HR 0001997650-26-000002 filed by Red Mountain Financial, LLC
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 20,722 shares

   Change vs previous 13F +2,040 shares

   0.66% of the 13F portfolio, value $675,954.

   13F-HR 0001997650-26-000001 filed by Red Mountain Financial, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 18,682 shares

   Change vs previous 13F +3,458 shares

   0.61% of the 13F portfolio, value $596,142.

   13F-HR 0001997650-25-000007 filed by Red Mountain Financial, LLC
   Filed 2025-10-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F/A 15,224 shares

   Change vs previous 13F not available

   0.49% of the 13F portfolio, value $444,694.

   13F-HR/A 0001997650-25-000005 filed by Red Mountain Financial, LLC
   Filed 2025-07-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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