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Disclosery

Facet Wealth, Inc.: SCHF position timeline

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

Facet Wealth, Inc. held 321,941 SCHF 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 321,941 shares
    Change vs previous 13F +1,301 shares

    0.13% of the 13F portfolio, value $8,917,772.

    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 320,640 shares
    Change vs previous 13F +60,367 shares

    0.14% of the 13F portfolio, value $7,935,845.

    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 260,273 shares
    Change vs previous 13F +51,830 shares

    0.12% of the 13F portfolio, value $6,681,213.

    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 208,443 shares
    Change vs previous 13F +15,826 shares

    0.1% of the 13F portfolio, value $4,852,565.

    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 192,617 shares
    Change vs previous 13F +43,899 shares

    0.1% of the 13F portfolio, value $4,197,135.

    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 148,718 shares
    Change vs previous 13F +2,529 shares

    0.08% of the 13F portfolio, value $3,109,704.

    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 146,189 shares
    Change vs previous 13F +2,173 shares

    0.08% of the 13F portfolio, value $2,843,386.

    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 144,016 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,819,843.

    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).