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Disclosery

Fonville Wealth Management LLC: SCHC position timeline

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

Fonville Wealth Management LLC held 35,256 SCHC 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 35,256 shares
    Change vs previous 13F -247 shares

    0.28% of the 13F portfolio, value $1,696,530.

    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 35,503 shares
    Change vs previous 13F +105 shares

    0.32% of the 13F portfolio, value $1,659,377.

    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 35,398 shares
    Change vs previous 13F -327 shares

    0.33% of the 13F portfolio, value $1,611,666.

    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 35,725 shares
    Change vs previous 13F +65 shares

    0.37% of the 13F portfolio, value $1,625,833.

    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 35,660 shares
    Change vs previous 13F -1,208 shares

    0.38% of the 13F portfolio, value $1,518,749.

    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 36,868 shares
    Change vs previous 13F +42 shares

    0.41% of the 13F portfolio, value $1,379,169.

    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 36,826 shares
    Change vs previous 13F +1,799 shares

    0.42% of the 13F portfolio, value $1,264,244.

    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 35,027 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,349,601.

    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).