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Disclosery

Fonville Wealth Management LLC: SCHA position timeline

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

Fonville Wealth Management LLC held 39,542 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,542 shares
    Change vs previous 13F -369 shares

    0.23% of the 13F portfolio, value $1,428,656.

    13F-HR 0002008703-26-000003 filed by Fonville 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 39,911 shares
    Change vs previous 13F -5,324 shares

    0.22% of the 13F portfolio, value $1,160,638.

    13F-HR 0002008703-26-000002 filed by Fonville 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 45,235 shares
    Change vs previous 13F -1,322 shares

    0.26% of the 13F portfolio, value $1,288,287.

    13F-HR 0002008703-26-000001 filed by Fonville 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 46,557 shares
    Change vs previous 13F -1,398 shares

    0.29% of the 13F portfolio, value $1,298,955.

    13F-HR 0002008703-25-000002 filed by Fonville 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 47,955 shares
    Change vs previous 13F -883 shares

    0.31% of the 13F portfolio, value $1,213,283.

    13F-HR 0001085146-25-004664 filed by Fonville 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 48,838 shares
    Change vs previous 13F -2,403 shares

    0.33% of the 13F portfolio, value $1,118,499.

    13F-HR 0001085146-25-002510 filed by Fonville 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 51,241 shares
    Change vs previous 13F +24,332 shares

    0.44% of the 13F portfolio, value $1,325,090.

    13F-HR 0001085146-25-000580 filed by Fonville 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 26,909 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,385,773.

    13F-HR 0001085146-24-005189 filed by Fonville Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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