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Elser Financial Planning, Inc: SCHF position timeline

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

Elser Financial Planning, Inc held 89,813 SCHF 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 89,813 shares
    Change vs previous 13F -1,381 shares

    0.11% of the 13F portfolio, value $2,487,810.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
    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 91,194 shares
    Change vs previous 13F -2,110 shares

    0.11% of the 13F portfolio, value $2,256,151.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
    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 93,304 shares
    Change vs previous 13F +2 shares

    1.62% of the 13F portfolio, value $2,243,032.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, Inc
    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 93,302 shares
    Change vs previous 13F -10,144 shares

    2.64% of the 13F portfolio, value $2,195,192.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, Inc
    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/A 103,446 shares
    Change vs previous 13F -960 shares

    2.85% of the 13F portfolio, value $2,286,153.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, Inc
    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 104,406 shares
    Change vs previous 13F -1,682 shares

    2.86% of the 13F portfolio, value $2,065,157.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
    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 106,088 shares
    Change vs previous 13F +48,698 shares

    0.14% of the 13F portfolio, value $1,962,634.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
    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 57,390 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $2,359,859.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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