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Disclosery

Zhang Financial LLC: SCHX position timeline

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

Zhang Financial LLC held 107,575 SCHX 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 107,575 shares
    Change vs previous 13F +3,847 shares

    0.09% of the 13F portfolio, value $3,165,920.

    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 103,728 shares
    Change vs previous 13F -2,155 shares

    0.09% of the 13F portfolio, value $2,659,579.

    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 105,883 shares
    Change vs previous 13F +4,197 shares

    0.11% of the 13F portfolio, value $2,849,302.

    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 101,686 shares
    Change vs previous 13F +524 shares

    0.11% of the 13F portfolio, value $2,678,406.

    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 101,162 shares
    Change vs previous 13F +4,337 shares

    0.11% of the 13F portfolio, value $2,472,402.

    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 96,825 shares
    Change vs previous 13F -211 shares

    0.11% of the 13F portfolio, value $2,137,898.

    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 97,036 shares
    Change vs previous 13F +64,622 shares

    0.13% of the 13F portfolio, value $2,249,289.

    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 32,414 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,199,264.

    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).