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Disclosery

CWC Advisors, LLC.: SCHV position timeline

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

CWC Advisors, LLC. held 0 SCHV shares at 2026-03-31 per its 13F-HR filed 2026-04-16.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -10,543 shares

    13F-HR 0001941040-26-000223 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 10,543 shares
    Change vs previous 13F +866 shares

    0.15% of the 13F portfolio, value $312,178.

    13F-HR 0001941040-26-000043 filed by CWC 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 ended2025-09-30
    13F 9,677 shares
    Change vs previous 13F +1,478 shares

    0.14% of the 13F portfolio, value $281,697.

    13F-HR 0001941040-25-000544 filed by CWC 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 ended2025-06-30
    13F 8,199 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $226,866.

    13F-HR 0001941040-25-000345 filed by CWC 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 ended2025-03-31
    13F 8,199 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $217,929.

    13F-HR 0001941040-25-000232 filed by CWC 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 ended2024-12-31
    13F 8,199 shares
    Change vs previous 13F +5,466 shares

    0.21% of the 13F portfolio, value $213,748.

    13F-HR 0001520683-25-000001 filed by CWC 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 ended2024-09-30
    13F 2,733 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $219,651.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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