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Disclosery

Simplicity Wealth,LLC: SCHG position timeline

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

Simplicity Wealth,LLC held 498,343 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 498,343 shares
    Change vs previous 13F +106,718 shares

    0.57% of the 13F portfolio, value $16,863,935.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 391,625 shares
    Change vs previous 13F +48,999 shares

    0.65% of the 13F portfolio, value $11,408,043.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 342,626 shares
    Change vs previous 13F +41,469 shares

    0.67% of the 13F portfolio, value $11,176,450.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 301,157 shares
    Change vs previous 13F -164,713 shares

    0.56% of the 13F portfolio, value $9,609,928.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 465,870 shares
    Change vs previous 13F +426,507 shares

    0.57% of the 13F portfolio, value $13,608,072.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 39,363 shares
    Change vs previous 13F +30,482 shares

    0.08% of the 13F portfolio, value $985,660.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 8,881 shares
    Change vs previous 13F +6,738 shares

    0.05% of the 13F portfolio, value $247,513.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 2,143 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $223,258.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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