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Disclosery

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT on SCHV, newest first. How the timeline and the estimate are built.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 699,917 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 699,917 shares
    Change vs previous 13F +12,578 shares

    6.92% of the 13F portfolio, value $24,364,118.

    13F-HR 0001214659-26-008871 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 687,339 shares
    Change vs previous 13F +7,014 shares

    7.11% of the 13F portfolio, value $20,963,850.

    13F-HR 0001214659-26-005467 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 680,325 shares
    Change vs previous 13F +30,716 shares

    6.98% of the 13F portfolio, value $20,144,412.

    13F-HR 0001214659-26-000861 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 649,609 shares
    Change vs previous 13F +31,529 shares

    6.93% of the 13F portfolio, value $18,910,123.

    13F-HR 0001214659-25-015511 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 618,080 shares
    Change vs previous 13F +18,837 shares

    6.84% of the 13F portfolio, value $17,102,264.

    13F-HR 0001214659-25-010956 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 599,243 shares
    Change vs previous 13F +43,289 shares

    7.11% of the 13F portfolio, value $15,772,087.

    13F-HR 0001214659-25-007390 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 555,954 shares
    Change vs previous 13F +387,061 shares

    6.79% of the 13F portfolio, value $14,493,712.

    13F-HR 0001214659-25-000551 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    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 168,893 shares
    Change vs previous 13F not available

    6.61% of the 13F portfolio, value $13,573,970.

    13F-HR 0001214659-24-017369 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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