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Disclosery

Schaeffer Financial LLC: SCHV position timeline

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

Schaeffer Financial LLC held 64,454 SCHV 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 64,454 shares
    Change vs previous 13F +3,388 shares

    1.74% of the 13F portfolio, value $2,243,644.

    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 61,066 shares
    Change vs previous 13F +4,046 shares

    1.57% of the 13F portfolio, value $1,862,517.

    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 57,020 shares
    Change vs previous 13F -39,715 shares

    1.47% of the 13F portfolio, value $1,688,351.

    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 96,735 shares
    Change vs previous 13F +2,681 shares

    2.55% of the 13F portfolio, value $2,815,958.

    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 94,054 shares
    Change vs previous 13F +2,657 shares

    2.54% of the 13F portfolio, value $2,602,470.

    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 91,397 shares
    Change vs previous 13F -17,930 shares

    2.68% of the 13F portfolio, value $2,429,330.

    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 109,327 shares
    Change vs previous 13F +72,427 shares

    2.84% of the 13F portfolio, value $2,850,154.

    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 36,900 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $2,965,613.

    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).