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Disclosery

Wade Financial Advisory, Inc: SCHB position timeline

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

Wade Financial Advisory, Inc held 250,830 SCHB shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 250,830 shares
    Change vs previous 13F -13,428 shares

    1.85% of the 13F portfolio, value $5,400,362.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 264,258 shares
    Change vs previous 13F +175,889 shares

    2.03% of the 13F portfolio, value $5,998,650.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 88,369 shares
    Change vs previous 13F +7 shares

    1.98% of the 13F portfolio, value $5,878,317.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 88,362 shares
    Change vs previous 13F -160 shares

    2% of the 13F portfolio, value $5,555,288.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 88,522 shares
    Change vs previous 13F +352 shares

    1.97% of the 13F portfolio, value $5,404,238.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 88,170 shares
    Change vs previous 13F -1,408 shares

    1.86% of the 13F portfolio, value $4,908,413.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 89,578 shares
    Change vs previous 13F -1,161 shares

    1.91% of the 13F portfolio, value $4,465,445.

    13F-HR 0001085146-23-003690 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 90,739 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $4,691,189.

    13F-HR 0001085146-23-003207 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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