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Evensky & Katz LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on SCHF, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 130,254 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 130,254 shares
    Change vs previous 13F +2,306 shares

    0.19% of the 13F portfolio, value $3,608,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 127,948 shares
    Change vs previous 13F -6,731 shares

    0.18% of the 13F portfolio, value $3,167,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 134,679 shares
    Change vs previous 13F +5,944 shares

    0.18% of the 13F portfolio, value $3,238,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 128,735 shares
    Change vs previous 13F -8,759 shares

    0.17% of the 13F portfolio, value $2,997,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 137,494 shares
    Change vs previous 13F -6,152 shares

    0.19% of the 13F portfolio, value $3,039,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 143,646 shares
    Change vs previous 13F -2,709 shares

    0.19% of the 13F portfolio, value $2,841,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 146,355 shares
    Change vs previous 13F +71,741 shares

    0.18% of the 13F portfolio, value $2,708,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 74,614 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,068,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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