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Archvest Wealth Advisors, Inc.: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Archvest Wealth Advisors, Inc. on SCHP, newest first. How the timeline and the estimate are built.

Archvest Wealth Advisors, Inc. held 73,790 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 73,790 shares
    Change vs previous 13F +11,047 shares

    1.13% of the 13F portfolio, value $1,955,443.

    13F-HR 0001910174-26-000004 filed by Archvest Wealth Advisors, Inc.
    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 62,743 shares
    Change vs previous 13F -689 shares

    1.08% of the 13F portfolio, value $1,669,580.

    13F-HR 0001910174-26-000003 filed by Archvest Wealth Advisors, Inc.
    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/A 63,432 shares
    Change vs previous 13F +6,171 shares

    1.07% of the 13F portfolio, value $1,680,310.

    13F-HR/A 0001910174-26-000002 filed by Archvest Wealth Advisors, Inc.
    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 57,261 shares
    Change vs previous 13F +1,326 shares

    1.38% of the 13F portfolio, value $1,543,194.

    13F-HR 0001910174-25-000006 filed by Archvest Wealth Advisors, Inc.
    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 55,935 shares
    Change vs previous 13F +196 shares

    1.3% of the 13F portfolio, value $1,492,342.

    13F-HR 0001910174-25-000004 filed by Archvest Wealth Advisors, Inc.
    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 55,739 shares
    Change vs previous 13F +2,434 shares

    1.24% of the 13F portfolio, value $1,498,814.

    13F-HR 0001910174-25-000002 filed by Archvest Wealth Advisors, Inc.
    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 53,305 shares
    Change vs previous 13F +26,979 shares

    1% of the 13F portfolio, value $1,376,868.

    13F-HR 0001910174-25-000001 filed by Archvest Wealth Advisors, Inc.
    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 26,326 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,411,864.

    13F-HR 0001910174-24-000008 filed by Archvest Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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