Skip to content
Disclosery

David Wealth Management LLC: SCHF position timeline

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

David Wealth Management LLC held 35,390 SCHF shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 35,390 shares
    Change vs previous 13F +9,888 shares

    0.58% of the 13F portfolio, value $782,117.

    13F-HR 0001172661-25-002680 filed by David 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 ended2025-03-31
    13F 25,502 shares
    Change vs previous 13F -403 shares

    0.42% of the 13F portfolio, value $504,423.

    13F-HR 0001172661-25-001498 filed by David 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 ended2024-12-31
    13F 25,905 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $479,256.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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