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FAS Wealth Partners, Inc.: SCHV position timeline

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

FAS Wealth Partners, Inc. held 1,057,653 SCHV 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 1,057,653 shares
    Change vs previous 13F -10,980 shares

    1.92% of the 13F portfolio, value $36,816,899.

    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 1,068,633 shares
    Change vs previous 13F -31,512 shares

    2.03% of the 13F portfolio, value $32,593,298.

    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 1,100,145 shares
    Change vs previous 13F -18,333 shares

    2.11% of the 13F portfolio, value $32,575,280.

    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 1,118,478 shares
    Change vs previous 13F -20,464 shares

    2.21% of the 13F portfolio, value $32,558,904.

    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 1,138,942 shares
    Change vs previous 13F +5,053 shares

    2.33% of the 13F portfolio, value $31,514,538.

    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 1,133,889 shares
    Change vs previous 13F -39,392 shares

    2.46% of the 13F portfolio, value $30,138,763.

    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 1,173,281 shares
    Change vs previous 13F +768,170 shares

    2.57% of the 13F portfolio, value $30,587,428.

    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 405,111 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $32,558,772.

    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).