Schaeffer Financial
Latest statistics and disclosures from Schaeffer Financial's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, SCHB, IGSB, SPGM, SCHG, and represent 76.69% of Schaeffer Financial's stock portfolio.
- Added to shares of these 4 stocks: IGSB, SCHD, SCHI, AAPL.
- Reduced shares in these 10 stocks: SPGM, SCHG, VCSH, RSPR, SCHM, SCHE, SPLV, SCHV, OEF, SPY.
- Schaeffer Financial was a net buyer of stock by $49k.
- Schaeffer Financial has $100M in assets under management (AUM), dropping by 6.37%.
- Central Index Key (CIK): 0001898838
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Schaeffer Financial holds 18 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Past Filings by Schaeffer Financial
SEC 13F filings are viewable for Schaeffer Financial going back to 2021
- Schaeffer Financial 2024 Q1 filed May 1, 2024
- Schaeffer Financial 2023 Q4 filed Feb. 9, 2024
- Schaeffer Financial 2022 Q3 filed Nov. 3, 2022
- Schaeffer Financial 2022 Q2 filed Aug. 3, 2022
- Schaeffer Financial 2022 Q1 filed May 12, 2022
- Schaeffer Financial 2021 Q4 filed Feb. 7, 2022