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Disclosery

Schaeffer Financial LLC: SCHB position timeline

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

Schaeffer Financial LLC held 904,868 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 904,868 shares
    Change vs previous 13F +2,491 shares

    20.26% of the 13F portfolio, value $26,204,986.

    13F-HR 0001705819-26-000049 filed by Schaeffer Financial 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 902,377 shares
    Change vs previous 13F +20,451 shares

    19.06% of the 13F portfolio, value $22,649,659.

    13F-HR 0001705819-26-000031 filed by Schaeffer Financial 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 881,926 shares
    Change vs previous 13F +3,618 shares

    20.19% of the 13F portfolio, value $23,132,927.

    13F-HR 0001705819-26-000018 filed by Schaeffer Financial 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 878,308 shares
    Change vs previous 13F +19,421 shares

    20.47% of the 13F portfolio, value $22,581,293.

    13F-HR 0001705819-25-000073 filed by Schaeffer Financial 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 858,887 shares
    Change vs previous 13F +16,314 shares

    19.99% of the 13F portfolio, value $20,467,276.

    13F-HR 0001705819-25-000047 filed by Schaeffer Financial 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 842,573 shares
    Change vs previous 13F -16,539 shares

    20.02% of the 13F portfolio, value $18,140,586.

    13F-HR 0001705819-25-000034 filed by Schaeffer Financial 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 859,112 shares
    Change vs previous 13F +574,238 shares

    19.45% of the 13F portfolio, value $19,501,835.

    13F-HR 0001705819-25-000014 filed by Schaeffer Financial 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 284,874 shares
    Change vs previous 13F not available

    19.25% of the 13F portfolio, value $18,949,820.

    13F-HR 0001705819-24-000060 filed by Schaeffer Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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