Skip to content
Disclosery

Zhang Financial LLC: SCHF position timeline

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

Zhang Financial LLC held 572,438 SCHF 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 572,438 shares
    Change vs previous 13F -10,128 shares

    0.46% of the 13F portfolio, value $15,856,534.

    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 582,566 shares
    Change vs previous 13F +64,051 shares

    0.5% of the 13F portfolio, value $14,418,514.

    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 518,515 shares
    Change vs previous 13F +6,002 shares

    0.46% of the 13F portfolio, value $12,465,086.

    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 512,513 shares
    Change vs previous 13F +2,370 shares

    0.48% of the 13F portfolio, value $11,931,291.

    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 510,143 shares
    Change vs previous 13F +73,062 shares

    0.52% of the 13F portfolio, value $11,274,150.

    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 437,081 shares
    Change vs previous 13F +18,050 shares

    0.46% of the 13F portfolio, value $8,645,475.

    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 419,031 shares
    Change vs previous 13F +211,351 shares

    0.44% of the 13F portfolio, value $7,752,075.

    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 207,680 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $8,539,818.

    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).