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Arkadios Wealth Advisors: SCHF position timeline

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

Arkadios Wealth Advisors held 405,911 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 405,911 shares
    Change vs previous 13F -60,342 shares

    0.17% of the 13F portfolio, value $11,243,728.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 466,253 shares
    Change vs previous 13F +170,962 shares

    0.19% of the 13F portfolio, value $11,539,759.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 295,291 shares
    Change vs previous 13F +1,521 shares

    0.14% of the 13F portfolio, value $7,098,800.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 293,770 shares
    Change vs previous 13F +7,284 shares

    0.17% of the 13F portfolio, value $6,838,963.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 286,486 shares
    Change vs previous 13F +4,293 shares

    0.19% of the 13F portfolio, value $6,331,329.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 282,193 shares
    Change vs previous 13F +195,842 shares

    0.21% of the 13F portfolio, value $5,581,781.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 86,351 shares
    Change vs previous 13F +59,920 shares

    0.09% of the 13F portfolio, value $1,597,489.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 26,431 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,086,827.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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