• 13F History

S. R. Schill & Associates

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$125M
Signature - Title
Len Skiena - CEO
Location
Mercer Island, WA
Summary
This page shows a list of all the recent 13F filings made by S. R. Schill & Associates. Form 13F is required to be filed within 45 days of the end of a calendar quarter. S. R. Schill & Associates reported 29 stock holdings with total value $125M as of Q1 2025. Top holdings included IEFA, USRT, VTWO, SPLG, and SPTI.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 29 $125M +$17.1M -$11.3M +$5.78M IEFA, USRT, VTWO, SPLG, SPTI 13F-HR 4/18/2025, 06:30 PM
Q4 2024 24 $120M +$6.69M -$23.2M -$16.5M USRT, IEFA, VTWO, SPLG, SPTI 13F-HR 1/22/2025, 01:39 PM
Q3 2024 39 $141M +$5.38M -$93.8M -$88.4M USRT, IEFA, VTWO, SPLG, SPTI 13F-HR 11/12/2024, 08:41 PM
Q2 2024 80 $228M +$21.9M -$19.9M +$1.96M UPS, USRT, IEFA, VTWO, SPLG 13F-HR 7/15/2024, 04:49 PM
Q1 2024 84 $230M +$8.66M -$9.17M -$505K UPS, IEFA, USRT, VTWO, SPLG 13F-HR 4/4/2024, 02:56 PM
Q4 2023 85 $224M +$9.07M -$6.94M +$2.13M UPS, IEFA, USRT, VTWO, SPLG 13F-HR 1/29/2024, 06:50 PM
Q3 2023 80 $206M +$9.82M -$8.34M +$1.48M UPS, IEFA, USRT, VTWO, SPTI 13F-HR 10/24/2023, 02:56 PM
Q2 2023 78 $220M +$11.9M -$3.62M +$8.33M UPS, IEFA, VTWO, USRT, SPLG 13F-HR 8/3/2023, 01:27 PM
Q1 2023 79 $216M +$15.5M -$3.33M +$12.1M UPS, IEFA, SPTI, USRT, VTWO 13F-HR 4/26/2023, 01:21 PM
Q4 2022 79 $201M +$12.8M -$6.33M +$6.42M UPS, IEFA, USRT, VTWO, SPTI 13F-HR 1/25/2023, 05:53 PM
Q3 2022 74 $188M +$13.4M -$6.51M +$6.9M UPS, USRT, IEFA, SPTI, VTWO 13F-HR 10/26/2022, 02:57 PM
Q2 2022 72 $200M +$10.2M -$5.22M +$4.97M UPS, IEFA, USRT, SPTI, SPLG 13F-HR 8/31/2022, 01:31 PM
Q1 2022 72 $238M +$6.36M -$11.3M -$4.91M UPS, IEFA, USRT, SPTI, SPLG 13F-HR 5/6/2022, 01:46 PM
Q4 2021 76 $251M +$12.5M -$8.96M +$3.58M UPS, IEFA, USRT, SPLG, VTWO 13F-HR 2/14/2022, 11:29 AM
Q3 2021 87 $234M +$8.42M -$16.4M -$7.97M UPS, IEFA, VTWO, USRT, SPLG 13F-HR 10/25/2021, 05:08 PM
Q2 2021 90 $253M +$20.2M -$8.63M +$11.5M UPS, IEFA, VTWO, SPLG, USRT 13F-HR 8/17/2021, 05:29 PM
Q1 2021 84 $227M +$16.1M -$13.5M +$2.64M UPS, IEFA, VTWO, SPLG, USRT 13F-HR 4/29/2021, 05:53 PM
Q4 2020 84 $217M +$17.6M -$4.23M +$13.3M UPS, IEFA, VTWO, SPLG, USRT 13F-HR 1/27/2021, 01:59 PM
Q3 2020 75 $194M +$23.8M -$5.6M +$18.2M UPS, IEFA, VTWO, SPLG, SPTI 13F-HR 11/17/2020, 05:47 PM
Q2 2020 67 $172M +$17.6M -$10.5M +$7.12M UPS, IEFA, SPTI, SPLG, USRT 13F-HR 7/29/2020, 08:26 PM
Q1 2020 63 $148M +$41.7M -$2.77M +$38.9M UPS, IEFA, SPTI, SPLG, USRT 13F-HR 5/4/2020, 03:14 PM
Q4 2019 80 $184M +$11.7M -$11.1M +$683K UPS, SPSM, SPTI, EFG, EFV 13F-HR 2/4/2020, 02:10 PM
Q3 2019 74 $180M +$28.4M -$1.64M +$26.8M UPS, SPTI, EFG, SPSM, EFV 13F-HR 10/23/2019, 06:30 PM
Q2 2019 76 $162M +$31.5M -$15.3M +$16.2M UPS, SPTI, EFG, SPSM, SPTS 13F-HR 8/19/2019, 02:07 PM
Q1 2019 78 $166M +$14.6M -$3.48M +$11.1M UPS, EFV, MPW, EFG, VNQ 13F-HR 5/2/2019, 04:04 PM
Q4 2018 75 $142M +$31M -$3.88M +$27.1M UPS, EFV, EFG, JPST, MPW 13F-HR 1/23/2019, 05:16 PM
Q3 2018 83 $163M +$20.4M -$12.5M +$7.81M UPS, EFV, EFG, JPST, SPIB 13F-HR 10/30/2018, 03:19 PM
Q2 2018 78 $163M +$17.7M -$7.53M +$10.2M UPS, SPIB, VNQ, FR, EFV 13F-HR 7/26/2018, 03:17 PM
Q1 2018 73 $161M +$24.8M -$13.8M +$11.1M UPS, SPIB, VNQ, FEZ, EFG 13F-HR 5/10/2018, 02:41 PM
Q4 2017 68 $162M +$3.96M -$2.81M +$1.15M UPS, VNQ, BIV, FEZ, EFV 13F-HR 2/5/2018, 01:40 PM
Q3 2017 69 $167M +$13M -$9.83M +$3.22M UPS, VNQ, TOTL, BIV, FEZ 13F-HR 11/2/2017, 04:47 PM
Q2 2017 72 $159M +$11.1M -$11M +$173K UPS, VNQ, TOTL, BIV, EFV 13F-HR 8/2/2017, 03:11 PM
Q1 2017 69 $157M +$3.34M -$1.81M +$1.53M UPS, VNQ, TOTL, EFV, BLV 13F-HR 5/30/2017, 02:41 PM
Q4 2016 66 $154M +$16.4M -$7.72M +$8.65M UPS, VNQ, TOTL, EFV, BLV 13F-HR 2/6/2017, 01:13 PM
Q3 2016 68 $149M +$13.7M -$12.2M +$1.53M UPS, VNQ, BIV, EFV, TOTL 13F-HR 11/2/2016, 07:32 PM
Q2 2016 65 $149M +$24.2M -$8.59M +$15.6M UPS, VNQ, EFV, SPSB, BIV 13F-HR 8/17/2016, 07:26 PM
Q1 2016 66 $148M +$10.4M -$4.57M +$5.85M UPS, VNQ, SPSB, BOND, EFV 13F-HR 5/16/2016, 07:32 PM
Q4 2015 66 $144M +$8.27M -$2.67M +$5.6M UPS, VNQ, SPSB, BOND, BLV 13F-HR 1/22/2016, 05:48 PM
Q3 2015 66 $141M +$6.88M -$6.4M +$480K UPS, VNQ, SPSB, BIV, BOND 13F-HR 11/9/2015, 02:23 PM
Q2 2015 69 $148M +$21.2M -$12M +$9.19M UPS, VNQ, SPSB, BIV, BOND 13F-HR 8/7/2015, 03:43 PM
Q1 2015 70 $150M +$56.2M -$7.55M +$48.7M UPS, VNQ, BIV, SPSB, BLV 13F-HR 5/13/2015, 01:42 PM
Q4 2014 56 $109M VNQ, XLU, SPSB, IDV, BLV 13F-HR 1/22/2015, 02:35 PM