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Geometric Wealth Advisors: SCHF position timeline

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

Geometric Wealth Advisors held 56,072 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,072 shares
    Change vs previous 13F -15,809 shares

    0.17% of the 13F portfolio, value $1,553,187.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    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 71,881 shares
    Change vs previous 13F +25,397 shares

    0.22% of the 13F portfolio, value $1,779,066.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    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 46,484 shares
    Change vs previous 13F -759 shares

    0.14% of the 13F portfolio, value $1,117,486.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    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 47,243 shares
    Change vs previous 13F -1,165 shares

    0.15% of the 13F portfolio, value $1,099,815.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    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 48,408 shares
    Change vs previous 13F -3,562 shares

    0.16% of the 13F portfolio, value $1,069,815.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    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 51,970 shares
    Change vs previous 13F +2,258 shares

    0.18% of the 13F portfolio, value $1,027,958.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    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 49,712 shares
    Change vs previous 13F +27,243 shares

    0.17% of the 13F portfolio, value $919,664.

    13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
    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 22,469 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $923,924.

    13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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