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Disclosery

FAS Wealth Partners, Inc.: SCHB position timeline

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

FAS Wealth Partners, Inc. held 91,420 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,420 shares
    Change vs previous 13F +582 shares

    0.14% of the 13F portfolio, value $2,647,516.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 90,838 shares
    Change vs previous 13F -18,806 shares

    0.14% of the 13F portfolio, value $2,280,046.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 109,644 shares
    Change vs previous 13F -14,659 shares

    0.19% of the 13F portfolio, value $2,875,955.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    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 124,303 shares
    Change vs previous 13F +2,429 shares

    0.22% of the 13F portfolio, value $3,195,824.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    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 121,874 shares
    Change vs previous 13F +3,258 shares

    0.21% of the 13F portfolio, value $2,904,250.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    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 118,616 shares
    Change vs previous 13F +332 shares

    0.21% of the 13F portfolio, value $2,553,799.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 118,284 shares
    Change vs previous 13F +75,518 shares

    0.23% of the 13F portfolio, value $2,685,058.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    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 42,766 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,844,763.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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