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VERITY Wealth Advisors: SCHF position timeline

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

VERITY Wealth Advisors held 127,443 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,443 shares
    Change vs previous 13F +20,674 shares

    2.13% of the 13F portfolio, value $3,530,171.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth 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 106,769 shares
    Change vs previous 13F 0 shares

    1.76% of the 13F portfolio, value $2,642,533.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth 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 106,769 shares
    Change vs previous 13F -209 shares

    1.59% of the 13F portfolio, value $2,566,727.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth 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 106,978 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $2,490,448.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth 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 106,978 shares
    Change vs previous 13F -4,147 shares

    1.59% of the 13F portfolio, value $2,364,214.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth 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 111,125 shares
    Change vs previous 13F 0 shares

    1.63% of the 13F portfolio, value $2,198,048.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth 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 111,125 shares
    Change vs previous 13F +55,607 shares

    1.48% of the 13F portfolio, value $2,055,808.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth 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 55,518 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $2,282,880.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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