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Disclosery

Facet Wealth, Inc.: SCHB position timeline

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

Facet Wealth, Inc. held 1,243,309 SCHB 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 1,243,309 shares
    Change vs previous 13F -6,441 shares

    0.52% of the 13F portfolio, value $36,006,217.

    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 1,249,750 shares
    Change vs previous 13F +222,111 shares

    0.54% of the 13F portfolio, value $31,368,716.

    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 1,027,639 shares
    Change vs previous 13F +15,693 shares

    0.49% of the 13F portfolio, value $27,571,549.

    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 1,011,946 shares
    Change vs previous 13F -1,627 shares

    0.54% of the 13F portfolio, value $26,017,121.

    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 1,013,573 shares
    Change vs previous 13F -39,121 shares

    0.56% of the 13F portfolio, value $24,700,768.

    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 1,052,694 shares
    Change vs previous 13F +984,599 shares

    0.59% of the 13F portfolio, value $22,843,471.

    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 68,095 shares
    Change vs previous 13F +9,424 shares

    0.04% of the 13F portfolio, value $1,587,970.

    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 58,671 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,297,211.

    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).