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Benchmark Financial Wealth Advisors, LLC: SCHF position timeline

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

Benchmark Financial Wealth Advisors, LLC held 1,054,504 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,054,504 shares
    Change vs previous 13F -16,487 shares

    7.21% of the 13F portfolio, value $29,209,756.

    13F-HR 0001757706-26-000006 filed by Benchmark Financial Wealth Advisors, LLC
    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 1,070,991 shares
    Change vs previous 13F -41,910 shares

    7.34% of the 13F portfolio, value $26,507,039.

    13F-HR 0001757706-26-000004 filed by Benchmark Financial Wealth Advisors, LLC
    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 1,112,901 shares
    Change vs previous 13F -5,914 shares

    7.68% of the 13F portfolio, value $26,754,150.

    13F-HR 0001757706-26-000002 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 1,118,815 shares
    Change vs previous 13F -133,731 shares

    7.84% of the 13F portfolio, value $26,046,024.

    13F-HR 0001757706-25-000016 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 1,252,546 shares
    Change vs previous 13F +58,527 shares

    9.15% of the 13F portfolio, value $27,681,274.

    13F-HR 0001757706-25-000009 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,194,019 shares
    Change vs previous 13F -353,810 shares

    8.92% of the 13F portfolio, value $23,617,695.

    13F-HR 0001757706-25-000006 filed by Benchmark Financial Wealth Advisors, LLC
    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 1,547,829 shares
    Change vs previous 13F +781,458 shares

    9.18% of the 13F portfolio, value $28,634,833.

    13F-HR 0001757706-25-000004 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 766,371 shares
    Change vs previous 13F not available

    10.51% of the 13F portfolio, value $31,513,194.

    13F-HR 0001757706-24-000012 filed by Benchmark Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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