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WJ Financial Advisors LLC: SCHF position timeline

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

WJ Financial Advisors LLC held 80,807 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,807 shares
    Change vs previous 13F +1,675 shares

    1.65% of the 13F portfolio, value $2,238,354.

    13F-HR 0002095682-26-000003 filed by WJ Financial Advisors LLC
    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 79,132 shares
    Change vs previous 13F +16,621 shares

    1.58% of the 13F portfolio, value $1,958,517.

    13F-HR 0002095682-26-000002 filed by WJ Financial Advisors LLC
    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 62,511 shares
    Change vs previous 13F +3,680 shares

    1.34% of the 13F portfolio, value $1,502,764.

    13F-HR 0002095682-26-000001 filed by WJ Financial Advisors LLC
    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 58,831 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $1,369,586.

    13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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