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Disclosery

Bogart Wealth, LLC: SCHF position timeline

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

Bogart Wealth, LLC held 372,825 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 372,825 shares
    Change vs previous 13F +2,915 shares

    0.35% of the 13F portfolio, value $10,327,244.

    13F-HR 0001715740-26-000004 filed by Bogart Wealth, 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 369,910 shares
    Change vs previous 13F -14,899 shares

    0.35% of the 13F portfolio, value $9,155,278.

    13F-HR 0001715740-26-000003 filed by Bogart Wealth, 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 384,809 shares
    Change vs previous 13F -4,908 shares

    0.37% of the 13F portfolio, value $9,250,813.

    13F-HR 0001715740-26-000002 filed by Bogart Wealth, 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 389,717 shares
    Change vs previous 13F +62,947 shares

    0.37% of the 13F portfolio, value $9,072,615.

    13F-HR 0001715740-25-000009 filed by Bogart Wealth, 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 326,770 shares
    Change vs previous 13F +3,000 shares

    0.31% of the 13F portfolio, value $7,221,620.

    13F-HR 0001715740-25-000008 filed by Bogart Wealth, 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 323,770 shares
    Change vs previous 13F -179,515 shares

    0.3% of the 13F portfolio, value $6,404,179.

    13F-HR 0001715740-25-000005 filed by Bogart Wealth, 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 503,285 shares
    Change vs previous 13F +249,897 shares

    0.44% of the 13F portfolio, value $9,310,780.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 253,388 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $10,419,329.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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