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ACT WEALTH MANAGEMENT, LLC: SCHF position timeline

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

ACT WEALTH MANAGEMENT, LLC held 983,367 SCHF 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 983,367 shares
    Change vs previous 13F +64,574 shares

    7.94% of the 13F portfolio, value $27,013,078.

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

  2. period ended2026-06-30
    13F 918,793 shares
    Change vs previous 13F +2,275 shares

    7.48% of the 13F portfolio, value $25,450,573.

    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 916,518 shares
    Change vs previous 13F -10,218 shares

    7.62% of the 13F portfolio, value $22,683,819.

    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 926,736 shares
    Change vs previous 13F +19,833 shares

    7.29% of the 13F portfolio, value $22,278,743.

    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 906,903 shares
    Change vs previous 13F +38,928 shares

    7.4% of the 13F portfolio, value $21,112,711.

    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 867,975 shares
    Change vs previous 13F -42,203 shares

    8.1% of the 13F portfolio, value $19,182,238.

    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 910,178 shares
    Change vs previous 13F +47,639 shares

    8.15% of the 13F portfolio, value $18,003,317.

    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 862,539 shares
    Change vs previous 13F not available

    7.46% of the 13F portfolio, value $15,956,969.

    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).