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Disclosery

Broadview Financial Management, LLC: SCHV position timeline

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

Broadview Financial Management, LLC held 89,890 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,890 shares
    Change vs previous 13F +1,563 shares

    1.91% of the 13F portfolio, value $3,129,060.

    13F-HR 0001697024-26-000003 filed by Broadview Financial Management, 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 88,327 shares
    Change vs previous 13F -2,377 shares

    1.84% of the 13F portfolio, value $2,693,967.

    13F-HR 0001697024-26-000002 filed by Broadview Financial Management, 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 90,704 shares
    Change vs previous 13F +486 shares

    1.8% of the 13F portfolio, value $2,685,734.

    13F-HR 0001697024-26-000001 filed by Broadview Financial Management, LLC
    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 90,218 shares
    Change vs previous 13F -3,707 shares

    1.77% of the 13F portfolio, value $2,626,257.

    13F-HR 0001697024-25-000006 filed by Broadview Financial Management, LLC
    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 93,925 shares
    Change vs previous 13F +478 shares

    1.77% of the 13F portfolio, value $2,598,901.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, LLC
    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 93,447 shares
    Change vs previous 13F -940 shares

    1.85% of the 13F portfolio, value $2,483,827.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, LLC
    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 94,387 shares
    Change vs previous 13F +62,691 shares

    1.76% of the 13F portfolio, value $2,460,671.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, LLC
    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 31,696 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,547,380.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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