13F Filings History of Schaeffer Financial LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$114,598,402
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 21 stock holdings with total value $114,598,402 as of Q4 2025. Top holdings included IGSB, SCHB, SPGM, SCHG, and SCHD.

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Holdings Value

List of Other Managers Reporting for Schaeffer Financial LLC:

Name Holdings Value Location File Number
FSA WEALTH PARTNERS, INC. $278,264,134 Rockville, MD 028-18565
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 21 $114,598,402 +$12,411,238 -$9,469,338 +$2,941,900 IGSB, SCHB, SPGM, SCHG, SCHD 13F-HR 30 Jan 2026, 10:36
Q3 2025 20 $110,313,248 +$5,159,913 -$2,903,273 +$2,256,640 SCHB, IGSB, SPGM, SCHD, SCHG 13F-HR 03 Nov 2025, 16:20
Q2 2025 18 $102,411,792 +$7,308,956 $0 +$7,308,956 SCHB, SCHD, IGSB, SPGM, SCHG 13F-HR 18 Jul 2025, 16:58
Q1 2025 15 $90,629,560 +$1,290,834 -$8,665,227 -$7,374,393 SCHD, SCHB, IGSB, SPGM, SCHG 13F-HR 07 May 2025, 12:51
Q4 2024 19 $100,257,414 +$44,491,643 -$69,012 +$44,422,631 SCHB, SCHD, IGSB, SPGM, SCHG 13F-HR 03 Feb 2025, 12:34
Q3 2024 15 $98,439,567 +$1,185,596 -$363,217 +$822,379 SCHB, SCHD, IGSB, SPGM, SCHG 13F-HR 30 Oct 2024, 14:02
Q2 2024 16 $92,131,673 +$431,215 -$9,571,289 -$9,140,074 SCHB, SCHD, IGSB, SPGM, SCHG 13F-HR 26 Jul 2024, 09:56
Q1 2024 18 $100,428,822 +$602,292 -$553,172 +$49,120 SCHD, SCHB, IGSB, SPGM, SCHG 13F-HR 01 May 2024, 13:54
Q4 2023 18 $94,413,927 $0 $0 $0 SCHD, SCHB, IGSB, SPGM, SCHG 13F-HR 09 Feb 2024, 08:44
Q3 2022 11 $53,781,000 +$1,811,540 -$5,983,894 -$4,172,354 SCHB, SCHD, SPGM, VCSH, SPLV 13F-HR 03 Nov 2022, 11:51
Q2 2022 11 $61,621,000 $0 -$3,955,435 -$3,955,435 VCSH, SCHB, SPGM, SCHD, VNQ 13F-HR 03 Aug 2022, 08:09
Q1 2022 11 $74,085,000 +$10,377,885 -$1,447,318 +$8,930,567 VCSH, SCHB, SPGM, SCHD, VNQ 13F-HR 12 May 2022, 13:20
Q4 2021 12 $79,027,000 $0 $0 $0 VCSH, SCHB, SPGM, SCHD, SCHG 13F-HR 07 Feb 2022, 15:58