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FINANCIAL CONSULATE, INC: SCHF position timeline

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

FINANCIAL CONSULATE, INC held 1,923,183 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,923,183 shares
    Change vs previous 13F +68,775 shares

    5.93% of the 13F portfolio, value $53,272,183.

    13F-HR 0001624510-26-000004 filed by FINANCIAL CONSULATE, 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 1,854,408 shares
    Change vs previous 13F +30,789 shares

    5.72% of the 13F portfolio, value $45,896,600.

    13F-HR 0001624510-26-000003 filed by FINANCIAL CONSULATE, 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 1,823,619 shares
    Change vs previous 13F +9,562 shares

    5.99% of the 13F portfolio, value $43,839,803.

    13F-HR 0001624510-26-000001 filed by FINANCIAL CONSULATE, 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 1,814,057 shares
    Change vs previous 13F -15,847 shares

    5.96% of the 13F portfolio, value $42,231,251.

    13F-HR 0001624510-25-000009 filed by FINANCIAL CONSULATE, 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 1,829,904 shares
    Change vs previous 13F -35,542 shares

    7.98% of the 13F portfolio, value $40,440,882.

    13F-HR 0001624510-25-000006 filed by FINANCIAL CONSULATE, 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 1,865,446 shares
    Change vs previous 13F -844,364 shares

    9.31% of the 13F portfolio, value $36,898,525.

    13F-HR 0001624510-25-000005 filed by FINANCIAL CONSULATE, 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 2,709,810 shares
    Change vs previous 13F +1,366,974 shares

    13.3% of the 13F portfolio, value $50,131,488.

    13F-HR 0001624510-25-000002 filed by FINANCIAL CONSULATE, 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 1,342,836 shares
    Change vs previous 13F not available

    14.66% of the 13F portfolio, value $55,217,432.

    13F-HR 0001624510-24-000008 filed by FINANCIAL CONSULATE, INC
    Filed (acceptance time not in the bulk data set), ingested

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