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Disclosery

Smith Anglin Financial, LLC: SCHG position timeline

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

Smith Anglin Financial, LLC held 136,869 SCHG shares at 2025-06-30 per its 13F-HR filed 2025-07-17.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 136,869 shares
    Change vs previous 13F -31,016 shares

    0.36% of the 13F portfolio, value $3,997,941.

    13F-HR 0001553540-25-000005 filed by Smith Anglin 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 ended2025-03-31
    13F 167,885 shares
    Change vs previous 13F +1,340 shares

    0.45% of the 13F portfolio, value $4,203,834.

    13F-HR 0001553540-25-000004 filed by Smith Anglin 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 ended2024-12-31
    13F 166,545 shares
    Change vs previous 13F +120,438 shares

    0.44% of the 13F portfolio, value $4,641,612.

    13F-HR 0001553540-25-000001 filed by Smith Anglin 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 ended2024-09-30
    13F 46,107 shares
    Change vs previous 13F -766 shares

    0.46% of the 13F portfolio, value $4,803,427.

    13F-HR 0001553540-24-000006 filed by Smith Anglin 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 ended2024-06-30
    13F 46,873 shares
    Change vs previous 13F -905 shares

    0.48% of the 13F portfolio, value $4,726,683.

    13F-HR 0001553540-24-000004 filed by Smith Anglin 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 ended2024-03-31
    13F 47,778 shares
    Change vs previous 13F +241 shares

    0.46% of the 13F portfolio, value $4,429,985.

    13F-HR 0001553540-24-000003 filed by Smith Anglin 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 ended2023-12-31
    13F 47,537 shares
    Change vs previous 13F -3,078 shares

    0.45% of the 13F portfolio, value $3,943,637.

    13F-HR 0001553540-24-000002 filed by Smith Anglin 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 ended2023-09-30
    13F 50,615 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $3,680,693.

    13F-HR 0001553540-23-000005 filed by Smith Anglin Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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