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Arkadios Wealth Advisors: SCHV position timeline

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

Arkadios Wealth Advisors held 74,648 SCHV 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 74,648 shares
    Change vs previous 13F -8,170 shares

    0.04% of the 13F portfolio, value $2,598,502.

    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 82,818 shares
    Change vs previous 13F +2,366 shares

    0.04% of the 13F portfolio, value $2,525,952.

    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 80,452 shares
    Change vs previous 13F -2,476 shares

    0.05% of the 13F portfolio, value $2,382,166.

    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 82,928 shares
    Change vs previous 13F +3,697 shares

    0.06% of the 13F portfolio, value $2,414,044.

    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 79,231 shares
    Change vs previous 13F +2,447 shares

    0.07% of the 13F portfolio, value $2,192,312.

    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 76,784 shares
    Change vs previous 13F +3,845 shares

    0.08% of the 13F portfolio, value $2,040,902.

    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 72,939 shares
    Change vs previous 13F +48,319 shares

    0.1% of the 13F portfolio, value $1,901,514.

    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 24,620 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,978,726.

    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).