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ACT WEALTH MANAGEMENT, LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACT WEALTH MANAGEMENT, LLC on SCHB, newest first. How the timeline and the estimate are built.

ACT WEALTH MANAGEMENT, LLC held 9,431 SCHB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,431 shares
    Change vs previous 13F +235 shares

    0.08% of the 13F portfolio, value $276,414.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,196 shares
    Change vs previous 13F +13 shares

    0.08% of the 13F portfolio, value $266,325.

    13F-HR 0001754960-26-000416 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,183 shares
    Change vs previous 13F +338 shares

    0.08% of the 13F portfolio, value $230,504.

    13F-HR 0001754960-26-000255 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 8,845 shares
    Change vs previous 13F -2,371 shares

    0.08% of the 13F portfolio, value $231,994.

    13F-HR 0001754960-26-000076 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 11,216 shares
    Change vs previous 13F +16 shares

    0.1% of the 13F portfolio, value $288,374.

    13F-HR 0001754960-25-000631 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 11,200 shares
    Change vs previous 13F +447 shares

    0.11% of the 13F portfolio, value $266,903.

    13F-HR 0001754960-25-000330 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,753 shares
    Change vs previous 13F +48 shares

    0.1% of the 13F portfolio, value $231,510.

    13F-HR 0001754960-25-000172 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,705 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $243,015.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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