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Disclosery

Schaeffer Financial LLC: SCHG position timeline

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

Schaeffer Financial LLC held 440,212 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 440,212 shares
    Change vs previous 13F +8,083 shares

    11.52% of the 13F portfolio, value $14,896,785.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 432,129 shares
    Change vs previous 13F +4,733 shares

    10.6% of the 13F portfolio, value $12,587,906.

    13F-HR 0001705819-26-000031 filed by Schaeffer 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 ended2025-12-31
    13F 427,396 shares
    Change vs previous 13F +1,274 shares

    12.17% of the 13F portfolio, value $13,941,672.

    13F-HR 0001705819-26-000018 filed by Schaeffer 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 ended2025-09-30
    13F 426,122 shares
    Change vs previous 13F +4,767 shares

    12.33% of the 13F portfolio, value $13,597,558.

    13F-HR 0001705819-25-000073 filed by Schaeffer Financial 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 421,355 shares
    Change vs previous 13F +123,081 shares

    12.02% of the 13F portfolio, value $12,307,771.

    13F-HR 0001705819-25-000047 filed by Schaeffer Financial 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 298,274 shares
    Change vs previous 13F -173,454 shares

    8.24% of the 13F portfolio, value $7,468,788.

    13F-HR 0001705819-25-000034 filed by Schaeffer Financial 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 471,728 shares
    Change vs previous 13F +353,793 shares

    13.11% of the 13F portfolio, value $13,147,066.

    13F-HR 0001705819-25-000014 filed by Schaeffer Financial 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 117,935 shares
    Change vs previous 13F not available

    12.48% of the 13F portfolio, value $12,286,456.

    13F-HR 0001705819-24-000060 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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