Phil A. Younker & Associates, Ltd.: SCHF position timeline

Phil A. Younker & Associates, Ltd. held 306,501 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 306,501 shares

   Change vs previous 13F +15,286 shares

   5.72% of the 13F portfolio, value $8,490,078.

   13F-HR 0002063364-26-000281 filed by Phil A. Younker & Associates, Ltd.
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 291,215 shares

   Change vs previous 13F +56,578 shares

   4.81% of the 13F portfolio, value $7,207,571.

   13F-HR 0002063364-26-000109 filed by Phil A. Younker & Associates, Ltd.
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 234,637 shares

   Change vs previous 13F +13,081 shares

   3.93% of the 13F portfolio, value $5,640,673.

   13F-HR 0002063364-26-000033 filed by Phil A. Younker & Associates, Ltd.
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 221,556 shares

   Change vs previous 13F +8,265 shares

   3.95% of the 13F portfolio, value $5,157,824.

   13F-HR 0002063364-25-000258 filed by Phil A. Younker & Associates, Ltd.
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 213,291 shares

   Change vs previous 13F -2 shares

   4.65% of the 13F portfolio, value $4,713,731.

   13F-HR 0002063364-25-000139 filed by Phil A. Younker & Associates, Ltd.
   Filed 2025-07-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 213,293 shares

   Change vs previous 13F -2,266 shares

   4.15% of the 13F portfolio, value $4,218,936.

   13F-HR 0002063364-25-000069 filed by Phil A. Younker & Associates, Ltd.
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 215,559 shares

   Change vs previous 13F not available

   3.99% of the 13F portfolio, value $3,987,842.

   13F-HR 0002063364-25-000006 filed by Phil A. Younker & Associates, Ltd.
   Filed 2025-04-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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