Schaeffer Financial LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 3, 2025
Value $
$100M
Signature - Title
Kaitlin Yardley - Chief Compliance Officer
Location
Rockville, MD
Summary
This page shows a list of all the recent 13F filings made by Schaeffer Financial LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Schaeffer Financial LLC reported 19 stock holdings with total value $100M as of Q4 2024. Top holdings included SCHB, SCHD, IGSB, SPGM, and SCHG.
Holdings Value

List of Other Managers Reporting for Schaeffer Financial LLC:

Name Holdings Value Location File Number
Financial Services Advisory Inc $426M Rockville, MD 028-18565