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Disclosery

Wade Financial Advisory, Inc: SCHF position timeline

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

Wade Financial Advisory, Inc held 254,798 SCHF 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 254,798 shares
    Change vs previous 13F -7,326 shares

    1.73% of the 13F portfolio, value $5,039,895.

    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 262,124 shares
    Change vs previous 13F +133,096 shares

    1.64% of the 13F portfolio, value $4,849,286.

    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 129,028 shares
    Change vs previous 13F -5,353 shares

    1.79% of the 13F portfolio, value $5,305,630.

    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 134,381 shares
    Change vs previous 13F -1,692 shares

    1.86% of the 13F portfolio, value $5,162,924.

    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 136,073 shares
    Change vs previous 13F -3,864 shares

    1.94% of the 13F portfolio, value $5,309,577.

    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 139,937 shares
    Change vs previous 13F -5,545 shares

    1.96% of the 13F portfolio, value $5,172,080.

    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 145,482 shares
    Change vs previous 13F -8,759 shares

    2.12% of the 13F portfolio, value $4,940,583.

    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 154,241 shares
    Change vs previous 13F not available

    2.18% of the 13F portfolio, value $5,498,707.

    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).