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Weinberger Asset Management, Inc: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weinberger Asset Management, Inc on SCHV, newest first. How the timeline and the estimate are built.

Weinberger Asset Management, Inc held 243,729 SCHV 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 243,729 shares
    Change vs previous 13F -6,545 shares

    2.66% of the 13F portfolio, value $8,303,854.

    13F-HR 0002051705-26-000007 filed by Weinberger Asset Management, Inc
    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 250,274 shares
    Change vs previous 13F -25,845 shares

    2.86% of the 13F portfolio, value $7,633,354.

    13F-HR 0002051705-26-000005 filed by Weinberger Asset Management, Inc
    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 276,119 shares
    Change vs previous 13F -18,819 shares

    2.95% of the 13F portfolio, value $8,175,882.

    13F-HR 0002051705-26-000002 filed by Weinberger Asset Management, Inc
    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 294,938 shares
    Change vs previous 13F -5,549 shares

    3.11% of the 13F portfolio, value $8,585,647.

    13F-HR 0002051705-25-000003 filed by Weinberger Asset Management, Inc
    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 300,487 shares
    Change vs previous 13F -11,837 shares

    3.21% of the 13F portfolio, value $8,314,476.

    13F-HR 0001085146-25-003719 filed by Weinberger Asset Management, Inc
    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 312,324 shares
    Change vs previous 13F -8,059 shares

    3.56% of the 13F portfolio, value $8,301,578.

    13F-HR 0001085146-25-001928 filed by Weinberger Asset Management, Inc
    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 320,383 shares
    Change vs previous 13F +211,362 shares

    3.49% of the 13F portfolio, value $8,352,397.

    13F-HR 0001085146-25-000761 filed by Weinberger Asset Management, Inc
    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 109,021 shares
    Change vs previous 13F not available

    3.73% of the 13F portfolio, value $8,762,038.

    13F-HR 0001085146-25-000760 filed by Weinberger Asset Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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