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Smart Money Group LLC: SCHQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Smart Money Group LLC on SCHQ, newest first. How the timeline and the estimate are built.

Smart Money Group LLC held 36,926 SCHQ shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,926 shares
    Change vs previous 13F +1,989 shares

    0.3% of the 13F portfolio, value $1,155,775.

    13F-HR 0001728866-26-000005 filed by Smart Money Group 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 34,937 shares
    Change vs previous 13F +11,131 shares

    0.32% of the 13F portfolio, value $1,098,055.

    13F-HR 0001728866-26-000004 filed by Smart Money Group 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 23,806 shares
    Change vs previous 13F +5,457 shares

    0.22% of the 13F portfolio, value $754,658.

    13F-HR 0001728866-26-000001 filed by Smart Money Group 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 18,349 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $592,867.

    13F-HR 0001728866-25-000004 filed by Smart Money Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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