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Disclosery

Abound Wealth Management: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on SCHF, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 58,315 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,315 shares
    Change vs previous 13F +898 shares

    0.32% of the 13F portfolio, value $1,615,313.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 57,417 shares
    Change vs previous 13F +1,062 shares

    0.32% of the 13F portfolio, value $1,421,064.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 56,355 shares
    Change vs previous 13F -3,400 shares

    0.32% of the 13F portfolio, value $1,354,775.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 59,755 shares
    Change vs previous 13F -1,297 shares

    0.35% of the 13F portfolio, value $1,391,095.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 61,052 shares
    Change vs previous 13F +18,119 shares

    0.38% of the 13F portfolio, value $1,349,248.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 42,933 shares
    Change vs previous 13F -9,843 shares

    0.28% of the 13F portfolio, value $849,206.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 52,776 shares
    Change vs previous 13F +26,624 shares

    0.31% of the 13F portfolio, value $976,360.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,152 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,075,366.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).