Skip to content
Disclosery

XML Financial, LLC: SCHV position timeline

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

XML Financial, LLC held 1,253,900 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,253,900 shares
    Change vs previous 13F +9,650 shares

    3.17% of the 13F portfolio, value $43,648,270.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 1,244,250 shares
    Change vs previous 13F +83,288 shares

    3.06% of the 13F portfolio, value $37,949,632.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 1,160,962 shares
    Change vs previous 13F -59,562 shares

    2.8% of the 13F portfolio, value $34,376,096.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 1,220,524 shares
    Change vs previous 13F +15,853 shares

    2.89% of the 13F portfolio, value $35,529,426.

    13F-HR 0001725547-25-004125 filed by XML Financial, LLC
    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 1,204,671 shares
    Change vs previous 13F +35,078 shares

    2.89% of the 13F portfolio, value $33,333,248.

    13F-HR 0001725547-25-003469 filed by XML Financial, LLC
    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 1,169,593 shares
    Change vs previous 13F -27,862 shares

    2.9% of the 13F portfolio, value $31,087,794.

    13F-HR 0001725547-25-001441 filed by XML Financial, LLC
    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 1,197,455 shares
    Change vs previous 13F +813,162 shares

    2.86% of the 13F portfolio, value $31,217,648.

    13F-HR 0001725547-25-000138 filed by XML Financial, LLC
    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 384,293 shares
    Change vs previous 13F not available

    2.87% of the 13F portfolio, value $30,885,607.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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