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Disclosery

Zhang Financial LLC: SCHD position timeline

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

Zhang Financial LLC held 33,377 SCHD 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 33,377 shares
    Change vs previous 13F +188 shares

    0.03% of the 13F portfolio, value $1,058,390.

    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 33,189 shares
    Change vs previous 13F +995 shares

    0.04% of the 13F portfolio, value $1,018,238.

    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 32,194 shares
    Change vs previous 13F -23,569 shares

    0.03% of the 13F portfolio, value $883,089.

    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 55,763 shares
    Change vs previous 13F +210 shares

    0.06% of the 13F portfolio, value $1,522,339.

    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 55,553 shares
    Change vs previous 13F -16,748 shares

    0.07% of the 13F portfolio, value $1,472,146.

    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 72,301 shares
    Change vs previous 13F -2,427 shares

    0.11% of the 13F portfolio, value $2,021,530.

    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 74,728 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,041,574.

    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).