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Cassady Wealth & Retirement Planning, LLC: SCHV position timeline

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

Cassady Wealth & Retirement Planning, LLC held 106,955 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,955 shares
    Change vs previous 13F -3,045 shares

    1.73% of the 13F portfolio, value $3,723,104.

    13F-HR 0002121075-26-000003 filed by Cassady Wealth & Retirement 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 110,000 shares
    Change vs previous 13F -14,023 shares

    1.85% of the 13F portfolio, value $3,571,700.

    13F-HR 0002121075-26-000002 filed by Cassady Wealth & Retirement 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 124,023 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $3,672,321.

    13F-HR 0002121075-26-000001 filed by Cassady Wealth & Retirement Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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