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Disclosery

Facet Wealth, Inc.: SCHV position timeline

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

Facet Wealth, Inc. held 22,444 SCHV 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 22,444 shares
    Change vs previous 13F -1,981 shares

    0.01% of the 13F portfolio, value $781,259.

    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 24,425 shares
    Change vs previous 13F +8,242 shares

    0.01% of the 13F portfolio, value $744,948.

    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 16,183 shares
    Change vs previous 13F +6,732 shares

    0.01% of the 13F portfolio, value $501,496.

    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 9,451 shares
    Change vs previous 13F -1,066 shares

    0.01% of the 13F portfolio, value $275,124.

    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 10,517 shares
    Change vs previous 13F -22 shares

    0.01% of the 13F portfolio, value $292,693.

    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 10,539 shares
    Change vs previous 13F +580 shares

    0.01% of the 13F portfolio, value $274,546.

    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 9,959 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $269,993.

    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).