Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Schaeffer Financial LLC
  City: Rockville
  State: MD
  Zip: 20853
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $100,429,000
  Total Value Change : $6,017,000
  Securities Held Change : 0
   
All Securities Held : 18
  New Positions : 0
  Closed Positions : 0
  Increased Positions : 4
  Unchanged Positions : 2
  Decreased Positions : 12

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 2     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (COST)1 Year Chart         COST Costco Wholesale Corp 12 - $809.89 $361,000 493 0.36% 36,000 0 0    Discount, Variety Stores
   (HD)1 Year Chart         HD Home Depot Inc 13 - $334.87 $282,000 736 0.28% 27,000 0 0    Home Improvement Stores

      2 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results