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Bogart Wealth, LLC: SCHV position timeline

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

Bogart Wealth, LLC held 409,863 SCHV 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 409,863 shares
    Change vs previous 13F +1,083 shares

    0.49% of the 13F portfolio, value $14,267,316.

    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 408,780 shares
    Change vs previous 13F -17,932 shares

    0.48% of the 13F portfolio, value $12,467,784.

    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 426,712 shares
    Change vs previous 13F +271 shares

    0.51% of the 13F portfolio, value $12,634,935.

    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 426,441 shares
    Change vs previous 13F -31,941 shares

    0.5% of the 13F portfolio, value $12,413,693.

    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 458,382 shares
    Change vs previous 13F +6,848 shares

    0.54% of the 13F portfolio, value $12,683,424.

    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 451,534 shares
    Change vs previous 13F +927 shares

    0.57% of the 13F portfolio, value $12,001,784.

    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 450,607 shares
    Change vs previous 13F +300,793 shares

    0.56% of the 13F portfolio, value $11,747,332.

    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 149,814 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $12,040,523.

    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).