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Disclosery

Sensible Money, LLC: SCHA position timeline

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

Sensible Money, LLC held 126,857 SCHA 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 126,857 shares
    Change vs previous 13F -463 shares

    1.22% of the 13F portfolio, value $4,583,348.

    13F-HR 0001965229-26-000004 filed by Sensible Money, 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 127,320 shares
    Change vs previous 13F -402 shares

    1.13% of the 13F portfolio, value $3,702,462.

    13F-HR 0001965229-26-000002 filed by Sensible Money, 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 127,722 shares
    Change vs previous 13F +10,387 shares

    1.16% of the 13F portfolio, value $3,637,532.

    13F-HR 0001965229-26-000001 filed by Sensible Money, 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 117,335 shares
    Change vs previous 13F -1,577 shares

    1.11% of the 13F portfolio, value $3,273,637.

    13F-HR 0001965229-25-000002 filed by Sensible Money, 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 118,912 shares
    Change vs previous 13F +94 shares

    1.14% of the 13F portfolio, value $3,008,476.

    13F-HR 0001085146-25-004508 filed by Sensible Money, 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 118,818 shares
    Change vs previous 13F +547 shares

    1.19% of the 13F portfolio, value $2,783,914.

    13F-HR 0001085146-25-003050 filed by Sensible Money, 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 118,271 shares
    Change vs previous 13F +58,815 shares

    1.34% of the 13F portfolio, value $3,058,499.

    13F-HR 0001085146-25-000576 filed by Sensible Money, 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 59,456 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $3,061,974.

    13F-HR 0001085146-24-004957 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

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