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RETIREMENT GUYS FORMULA LLC: SCHG position timeline

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

RETIREMENT GUYS FORMULA LLC held 133,514 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 133,514 shares
    Change vs previous 13F +66,599 shares

    1.7% of the 13F portfolio, value $4,518,113.

    13F-HR 0001933059-26-000003 filed by RETIREMENT GUYS FORMULA LLC
    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 66,915 shares
    Change vs previous 13F -94,713 shares

    0.9% of the 13F portfolio, value $1,949,224.

    13F-HR 0001933059-26-000002 filed by RETIREMENT GUYS FORMULA LLC
    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 161,628 shares
    Change vs previous 13F -427,088 shares

    2.4% of the 13F portfolio, value $5,272,310.

    13F-HR 0001933059-26-000001 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 588,716 shares
    Change vs previous 13F -49,839 shares

    6.61% of the 13F portfolio, value $18,785,924.

    13F-HR 0001933059-25-000002 filed by RETIREMENT GUYS FORMULA LLC
    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 638,555 shares
    Change vs previous 13F +556,099 shares

    7.08% of the 13F portfolio, value $18,652,183.

    13F-HR 0001085146-25-003808 filed by RETIREMENT GUYS FORMULA LLC
    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 82,456 shares
    Change vs previous 13F -511,184 shares

    1.03% of the 13F portfolio, value $2,064,692.

    13F-HR 0001085146-25-002259 filed by RETIREMENT GUYS FORMULA LLC
    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 593,640 shares
    Change vs previous 13F +442,386 shares

    8.34% of the 13F portfolio, value $16,544,735.

    13F-HR 0001085146-25-000602 filed by RETIREMENT GUYS FORMULA LLC
    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 151,254 shares
    Change vs previous 13F not available

    7.33% of the 13F portfolio, value $15,757,593.

    13F-HR 0001085146-24-005018 filed by RETIREMENT GUYS FORMULA LLC
    Filed (acceptance time not in the bulk data set), ingested

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