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Disclosery

Souders Financial Advisors: SCHB position timeline

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

Souders Financial Advisors held 77,225 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,225 shares
    Change vs previous 13F -2,413 shares

    0.22% of the 13F portfolio, value $2,236,443.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 79,638 shares
    Change vs previous 13F -11,007 shares

    0.23% of the 13F portfolio, value $1,998,913.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 90,645 shares
    Change vs previous 13F -1,935 shares

    0.27% of the 13F portfolio, value $2,377,629.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 92,580 shares
    Change vs previous 13F -5,905 shares

    0.28% of the 13F portfolio, value $2,380,235.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 98,485 shares
    Change vs previous 13F -21,735 shares

    0.3% of the 13F portfolio, value $2,346,906.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 120,220 shares
    Change vs previous 13F -107,686 shares

    0.36% of the 13F portfolio, value $2,588,336.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 227,906 shares
    Change vs previous 13F +137,276 shares

    0.72% of the 13F portfolio, value $5,173,461.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 90,630 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $6,028,689.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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