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Disclosery

Facet Wealth, Inc.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Facet Wealth, Inc. on SCHA, newest first. How the timeline and the estimate are built.

Facet Wealth, Inc. held 47,091 SCHA 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 47,091 shares
    Change vs previous 13F +5,274 shares

    0.02% of the 13F portfolio, value $1,701,387.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, 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 41,817 shares
    Change vs previous 13F +5,353 shares

    0.02% of the 13F portfolio, value $1,216,030.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, 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 36,464 shares
    Change vs previous 13F +7,590 shares

    0.02% of the 13F portfolio, value $1,105,579.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, 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 28,874 shares
    Change vs previous 13F +3,135 shares

    0.02% of the 13F portfolio, value $805,576.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, 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 25,739 shares
    Change vs previous 13F +596 shares

    0.02% of the 13F portfolio, value $662,772.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, 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 25,143 shares
    Change vs previous 13F -5,348 shares

    0.02% of the 13F portfolio, value $587,836.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, 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 30,491 shares
    Change vs previous 13F -953 shares

    0.02% of the 13F portfolio, value $812,272.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, 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 31,444 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $805,584.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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