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Disclosery

Zhang Financial LLC: SCHA position timeline

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

Zhang Financial LLC held 27,814 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,814 shares
    Change vs previous 13F +2,361 shares

    0.03% of the 13F portfolio, value $1,004,933.

    13F-HR 0001776290-26-000005 filed by Zhang 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 25,453 shares
    Change vs previous 13F +3,277 shares

    0.03% of the 13F portfolio, value $740,177.

    13F-HR 0001776290-26-000004 filed by Zhang 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 22,176 shares
    Change vs previous 13F +359 shares

    0.02% of the 13F portfolio, value $631,561.

    13F-HR 0001776290-26-000002 filed by Zhang 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 21,817 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $608,693.

    13F-HR 0001776290-25-000006 filed by Zhang 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 21,809 shares
    Change vs previous 13F -1,592 shares

    0.03% of the 13F portfolio, value $551,758.

    13F-HR 0001776290-25-000005 filed by Zhang 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 23,401 shares
    Change vs previous 13F +2,407 shares

    0.03% of the 13F portfolio, value $548,283.

    13F-HR 0001776290-25-000002 filed by Zhang 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 20,994 shares
    Change vs previous 13F +9,905 shares

    0.03% of the 13F portfolio, value $542,902.

    13F-HR 0001776290-25-000001 filed by Zhang 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 11,089 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $571,106.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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