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Disclosery

Snider Financial Group: SCHG position timeline

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

Snider Financial Group held 225,974 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 225,974 shares
    Change vs previous 13F +6,723 shares

    1.95% of the 13F portfolio, value $7,646,977.

    13F-HR 0001951757-26-000994 filed by Snider Financial Group
    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 219,251 shares
    Change vs previous 13F -24,890 shares

    1.93% of the 13F portfolio, value $6,386,777.

    13F-HR 0001951757-26-000608 filed by Snider Financial Group
    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 244,141 shares
    Change vs previous 13F -7,580 shares

    2.12% of the 13F portfolio, value $7,963,879.

    13F-HR 0001951757-26-000257 filed by Snider Financial Group
    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 251,721 shares
    Change vs previous 13F +1,801 shares

    2.19% of the 13F portfolio, value $8,032,425.

    13F-HR 0001951757-25-001312 filed by Snider Financial Group
    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 249,920 shares
    Change vs previous 13F +105,869 shares

    2.11% of the 13F portfolio, value $7,300,160.

    13F-HR 0001951757-25-001029 filed by Snider Financial Group
    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 144,051 shares
    Change vs previous 13F +5,816 shares

    1.17% of the 13F portfolio, value $3,607,032.

    13F-HR 0001951757-25-000328 filed by Snider Financial Group
    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 138,235 shares
    Change vs previous 13F +116,856 shares

    1.19% of the 13F portfolio, value $3,852,604.

    13F-HR 0001951757-25-000191 filed by Snider Financial Group
    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 21,379 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,227,285.

    13F-HR 0001951757-24-001180 filed by Snider Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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