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Cadence Wealth Management LLC: SCHV position timeline

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

Cadence Wealth Management LLC held 229,916 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 229,916 shares
    Change vs previous 13F +4,553 shares

    3.58% of the 13F portfolio, value $8,003,376.

    13F-HR 0001951757-26-001252 filed by Cadence Wealth Management 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 225,363 shares
    Change vs previous 13F +4,304 shares

    2.87% of the 13F portfolio, value $6,873,572.

    13F-HR 0001951757-26-000830 filed by Cadence Wealth Management 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 221,059 shares
    Change vs previous 13F +12,846 shares

    3.16% of the 13F portfolio, value $6,545,557.

    13F-HR 0001951757-26-000388 filed by Cadence Wealth Management 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 208,213 shares
    Change vs previous 13F +17,853 shares

    3.17% of the 13F portfolio, value $6,061,080.

    13F-HR 0001951757-25-001281 filed by Cadence Wealth Management 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 190,360 shares
    Change vs previous 13F +29,548 shares

    3.48% of the 13F portfolio, value $5,267,261.

    13F-HR 0001951757-25-001058 filed by Cadence Wealth Management 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 160,812 shares
    Change vs previous 13F +35,471 shares

    3.16% of the 13F portfolio, value $4,274,383.

    13F-HR 0001951757-25-000516 filed by Cadence Wealth Management 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 125,341 shares
    Change vs previous 13F +88,677 shares

    2.16% of the 13F portfolio, value $3,267,640.

    13F-HR 0001951757-25-000226 filed by Cadence Wealth Management 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 36,664 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $2,946,686.

    13F-HR 0001951757-24-001172 filed by Cadence Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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