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Martel Wealth Advisors LLC: SCHV position timeline

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

Martel Wealth Advisors LLC held 467,996 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 467,996 shares
    Change vs previous 13F -14,443 shares

    2.56% of the 13F portfolio, value $16,290,941.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors LLC
    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 482,439 shares
    Change vs previous 13F -15,972 shares

    2.5% of the 13F portfolio, value $14,714,390.

    13F-HR 0001214659-26-005396 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 498,411 shares
    Change vs previous 13F -4,849 shares

    2.52% of the 13F portfolio, value $14,757,950.

    13F-HR 0001214659-26-000683 filed by Martel Wealth Advisors LLC
    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 503,260 shares
    Change vs previous 13F -18,799 shares

    2.57% of the 13F portfolio, value $14,649,899.

    13F-HR 0001214659-25-014927 filed by Martel Wealth Advisors LLC
    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 522,059 shares
    Change vs previous 13F -9,988 shares

    2.68% of the 13F portfolio, value $14,445,373.

    13F-HR 0001214659-25-010550 filed by Martel Wealth Advisors LLC
    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 532,047 shares
    Change vs previous 13F +7,935 shares

    2.82% of the 13F portfolio, value $14,141,809.

    13F-HR 0001214659-25-005989 filed by Martel Wealth Advisors LLC
    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 524,112 shares
    Change vs previous 13F +349,472 shares

    2.67% of the 13F portfolio, value $13,663,600.

    13F-HR 0001214659-25-000821 filed by Martel Wealth Advisors LLC
    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 174,640 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $14,009,621.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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