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Hershey Financial Advisers, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hershey Financial Advisers, LLC on SCHB, newest first. How the timeline and the estimate are built.

Hershey Financial Advisers, LLC held 0 SCHB shares at 2026-03-31 per its 13F-HR filed 2026-05-06.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -23,174 shares

    13F-HR 0002034214-26-000002 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 23,174 shares
    Change vs previous 13F -1,330 shares

    0.51% of the 13F portfolio, value $607,854.

    13F-HR 0002034214-26-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 24,504 shares
    Change vs previous 13F -46,495 shares

    0.54% of the 13F portfolio, value $629,998.

    13F-HR 0002034214-25-000004 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 70,999 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,611,677.

    13F-HR 0002034214-25-000001 filed by Hershey Financial Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

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