Safeguard Financial, LLC: SCHG position timeline

Safeguard Financial, LLC held 678,574 SCHG shares at 2025-03-31 per its 13F-HR filed 2025-04-11.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 678,574 shares

   Change vs previous 13F +117,256 shares

   3.72% of the 13F portfolio, value $16,991,493.

   13F-HR 0001754960-25-000176 filed by Safeguard Financial, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 561,318 shares

   Change vs previous 13F +416,744 shares

   3.4% of the 13F portfolio, value $15,643,944.

   13F-HR 0001754960-25-000017 filed by Safeguard Financial, LLC
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 144,574 shares

   Change vs previous 13F +33,623 shares

   3.55% of the 13F portfolio, value $15,061,706.

   13F-HR 0001754960-24-000498 filed by Safeguard Financial, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 110,951 shares

   Change vs previous 13F +9,408 shares

   3.11% of the 13F portfolio, value $11,188,288.

   13F-HR 0001754960-24-000405 filed by Safeguard Financial, LLC
   Filed 2024-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 101,543 shares

   Change vs previous 13F -15,560 shares

   3.07% of the 13F portfolio, value $9,415,069.

   13F-HR 0001754960-24-000109 filed by Safeguard Financial, LLC
   Filed 2024-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 117,103 shares

   Change vs previous 13F +3,175 shares

   3.68% of the 13F portfolio, value $9,714,887.

   13F-HR 0001754960-24-000067 filed by Safeguard Financial, LLC
   Filed 2024-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 113,928 shares

   Change vs previous 13F -2,828 shares

   4% of the 13F portfolio, value $8,284,872.

   13F-HR 0001754960-23-000304 filed by Safeguard Financial, LLC
   Filed 2023-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 116,756 shares

   Change vs previous 13F not available

   4.22% of the 13F portfolio, value $8,750,000.

   13F-HR 0001922498-23-000003 filed by Safeguard Financial, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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