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Disclosery

Arnold Financial Planning LLC: SCHV position timeline

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

Arnold Financial Planning LLC held 253,746 SCHV 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 253,746 shares
    Change vs previous 13F +14,343 shares

    6.59% of the 13F portfolio, value $8,832,898.

    13F-HR 0001754960-26-000493 filed by Arnold Financial Planning LLC
    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 239,403 shares
    Change vs previous 13F +31,794 shares

    6.82% of the 13F portfolio, value $7,301,804.

    13F-HR 0001754960-26-000250 filed by Arnold Financial Planning LLC
    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 207,609 shares
    Change vs previous 13F not available

    6.34% of the 13F portfolio, value $6,147,317.

    13F-HR 0001754960-26-000126 filed by Arnold Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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