RETIREMENT GUYS FORMULA LLC: SCHV position timeline

RETIREMENT GUYS FORMULA LLC held 73,108 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 73,108 shares

   Change vs previous 13F +73,108 shares

   0.96% of the 13F portfolio, value $2,544,902.

   13F-HR 0001933059-26-000003 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2026-07-30 (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 0 shares

   Change vs previous 13F -50,469 shares

   13F-HR 0001933059-26-000002 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2026-04-22 (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).

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

3. period ended2025-12-31

   13F 50,469 shares

   Change vs previous 13F -226,987 shares

   0.68% of the 13F portfolio, value $1,494,381.

   13F-HR 0001933059-26-000001 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2026-01-23 (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 277,456 shares

   Change vs previous 13F -4,044 shares

   2.84% of the 13F portfolio, value $8,076,736.

   13F-HR 0001933059-25-000002 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2025-10-21 (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 281,500 shares

   Change vs previous 13F +281,500 shares

   2.96% of the 13F portfolio, value $7,789,099.

   13F-HR 0001085146-25-003808 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2025-07-15 (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 ended2024-12-31

   13F 0 shares

   Change vs previous 13F -157,929 shares

   13F-HR 0001085146-25-000602 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

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

7. period ended2024-09-30

   13F 157,929 shares

   Change vs previous 13F not available

   5.9% of the 13F portfolio, value $12,692,793.

   13F-HR 0001085146-24-005018 filed by RETIREMENT GUYS FORMULA LLC
   Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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