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Certified Advisory Corp: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certified Advisory Corp on SCHF, newest first. How the timeline and the estimate are built.

Certified Advisory Corp held 770,700 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 770,700 shares
    Change vs previous 13F +13,994 shares

    1.72% of the 13F portfolio, value $21,348,383.

    13F-HR 0001731732-26-000004 filed by Certified Advisory Corp
    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 756,706 shares
    Change vs previous 13F +71,860 shares

    1.68% of the 13F portfolio, value $18,728,478.

    13F-HR 0001731732-26-000002 filed by Certified Advisory Corp
    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 684,846 shares
    Change vs previous 13F +27,949 shares

    1.5% of the 13F portfolio, value $16,463,709.

    13F-HR 0001731732-26-000001 filed by Certified Advisory Corp
    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 656,897 shares
    Change vs previous 13F +31,637 shares

    1.45% of the 13F portfolio, value $15,292,554.

    13F-HR 0001731732-25-000004 filed by Certified Advisory Corp
    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 625,260 shares
    Change vs previous 13F +57,148 shares

    1.44% of the 13F portfolio, value $13,818,256.

    13F-HR 0001085146-25-005120 filed by Certified Advisory Corp
    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 568,112 shares
    Change vs previous 13F +20,333 shares

    1.27% of the 13F portfolio, value $11,237,256.

    13F-HR 0001085146-25-002833 filed by Certified Advisory Corp
    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 547,779 shares
    Change vs previous 13F +304,973 shares

    1.1% of the 13F portfolio, value $10,133,916.

    13F-HR 0001085146-25-000217 filed by Certified Advisory Corp
    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 242,806 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $9,984,192.

    13F-HR 0001085146-24-005504 filed by Certified Advisory Corp
    Filed (acceptance time not in the bulk data set), ingested

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