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Disclosery

Souders Financial Advisors: SCHG position timeline

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

Souders Financial Advisors held 818,488 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 818,488 shares
    Change vs previous 13F +131,870 shares

    2.79% of the 13F portfolio, value $27,697,633.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 686,618 shares
    Change vs previous 13F +13,208 shares

    2.28% of the 13F portfolio, value $20,001,197.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 673,410 shares
    Change vs previous 13F +3,744 shares

    2.52% of the 13F portfolio, value $21,966,631.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 669,666 shares
    Change vs previous 13F -18,808 shares

    2.54% of the 13F portfolio, value $21,369,043.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 688,474 shares
    Change vs previous 13F +19,409 shares

    2.56% of the 13F portfolio, value $20,110,334.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 669,065 shares
    Change vs previous 13F -1,164 shares

    2.34% of the 13F portfolio, value $16,753,395.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 670,229 shares
    Change vs previous 13F +497,249 shares

    2.61% of the 13F portfolio, value $18,679,272.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 172,980 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $18,021,024.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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