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Disclosery

Steffes Financial, Ltd.: SCHG position timeline

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

Steffes Financial, Ltd. held 832,673 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 832,673 shares
    Change vs previous 13F +15,312 shares

    12.17% of the 13F portfolio, value $28,177,654.

    13F-HR 0001214659-26-010133 filed by Steffes Financial, Ltd.
    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 817,361 shares
    Change vs previous 13F +74,634 shares

    12.56% of the 13F portfolio, value $23,809,732.

    13F-HR 0001214659-26-006364 filed by Steffes Financial, Ltd.
    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 742,727 shares
    Change vs previous 13F not available

    12.65% of the 13F portfolio, value $24,227,753.

    13F-HR 0001214659-26-001915 filed by Steffes Financial, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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