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Disclosery

BSW Wealth Partners: SCHF position timeline

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

BSW Wealth Partners held 94,660 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,660 shares
    Change vs previous 13F -941 shares

    0.29% of the 13F portfolio, value $2,622,073.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 95,601 shares
    Change vs previous 13F -10,720 shares

    0.29% of the 13F portfolio, value $2,366,132.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 106,321 shares
    Change vs previous 13F -2,583 shares

    0.31% of the 13F portfolio, value $2,555,964.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 108,904 shares
    Change vs previous 13F -1,722 shares

    0.32% of the 13F portfolio, value $2,535,284.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 110,626 shares
    Change vs previous 13F -4,278 shares

    0.34% of the 13F portfolio, value $2,444,833.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 114,904 shares
    Change vs previous 13F +390 shares

    0.35% of the 13F portfolio, value $2,272,798.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 114,514 shares
    Change vs previous 13F +61,279 shares

    0.31% of the 13F portfolio, value $2,118,507.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 53,235 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,189,008.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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