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COOPER/HAIMS ADVISORS, LLC: SCHV position timeline

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

COOPER/HAIMS ADVISORS, LLC held 14,030 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,030 shares
    Change vs previous 13F +957 shares

    0.21% of the 13F portfolio, value $488,386.

    13F-HR 0001654033-26-000004 filed by COOPER/HAIMS ADVISORS, 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 13,073 shares
    Change vs previous 13F -1,594 shares

    0.19% of the 13F portfolio, value $398,715.

    13F-HR 0001654033-26-000003 filed by COOPER/HAIMS ADVISORS, 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 14,667 shares
    Change vs previous 13F +1,821 shares

    0.2% of the 13F portfolio, value $434,289.

    13F-HR 0001654033-26-000001 filed by COOPER/HAIMS ADVISORS, 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 12,846 shares
    Change vs previous 13F +57 shares

    0.17% of the 13F portfolio, value $373,939.

    13F-HR 0001654033-25-000010 filed by COOPER/HAIMS ADVISORS, 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 12,789 shares
    Change vs previous 13F +100 shares

    0.17% of the 13F portfolio, value $353,868.

    13F-HR 0001654033-25-000009 filed by COOPER/HAIMS ADVISORS, 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 12,689 shares
    Change vs previous 13F +59 shares

    0.18% of the 13F portfolio, value $337,286.

    13F-HR 0001654033-25-000003 filed by COOPER/HAIMS ADVISORS, 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 12,630 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $329,270.

    13F-HR 0001654033-25-000001 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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