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Blueprint Investment Partners LLC: SCHG position timeline

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

Blueprint Investment Partners LLC held 71,110 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,110 shares
    Change vs previous 13F +7,154 shares

    0.11% of the 13F portfolio, value $2,406,341.

    13F-HR 0001794467-26-000009 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 35,865 shares
    • Blueprint Financial Advisors LLC: 35,245 shares

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

  2. period ended2026-03-31
    13F 63,956 shares
    Change vs previous 13F +264 shares

    0.11% of the 13F portfolio, value $1,863,038.

    13F-HR 0001794467-26-000008 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 32,288 shares
    • Blueprint Financial Advisors LLC: 31,668 shares

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

  3. period ended2025-12-31
    13F 63,692 shares
    Change vs previous 13F +1,424 shares

    0.13% of the 13F portfolio, value $2,077,633.

    13F-HR 0001794467-26-000007 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 32,156 shares
    • Blueprint Financial Advisors LLC: 31,536 shares

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

  4. period ended2025-09-30
    13F 62,268 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,986,972.

    13F-HR 0001794467-25-000006 filed by Blueprint Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Blueprint Investment Partners LLC: 31,444 shares
    • Blueprint Financial Advisors LLC: 30,824 shares

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