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Disclosery

Zhang Financial LLC: SCHB position timeline

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

Zhang Financial LLC held 660,423 SCHB 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 660,423 shares
    Change vs previous 13F -5,958 shares

    0.56% of the 13F portfolio, value $19,125,840.

    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 666,381 shares
    Change vs previous 13F +17,986 shares

    0.58% of the 13F portfolio, value $16,726,170.

    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 648,395 shares
    Change vs previous 13F -2,411 shares

    0.63% of the 13F portfolio, value $17,007,396.

    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 650,806 shares
    Change vs previous 13F +82,547 shares

    0.68% of the 13F portfolio, value $16,732,215.

    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 568,259 shares
    Change vs previous 13F +76,612 shares

    0.62% of the 13F portfolio, value $13,541,609.

    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 491,647 shares
    Change vs previous 13F +51,417 shares

    0.56% of the 13F portfolio, value $10,585,167.

    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 440,230 shares
    Change vs previous 13F +290,819 shares

    0.57% of the 13F portfolio, value $9,993,228.

    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 149,411 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $9,938,771.

    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).