Frontier Wealth Management LLC: SCHV position timeline

Frontier Wealth Management LLC held 16,530 SCHV shares at 2022-06-30 per its 13F-HR/A filed 2022-08-15.

the latest 13F is the newest step

1. period ended2022-06-30

   13F/A 16,530 shares

   Change vs previous 13F -158 shares

   0.07% of the 13F portfolio, value $1,032,000.

   13F-HR/A 0001085146-22-003057 filed by Frontier Wealth Management LLC
   Filed 2022-08-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

2. period ended2022-03-31

   13F 16,688 shares

   Change vs previous 13F +6,768 shares

   0.01% of the 13F portfolio, value $1,181,000.

   13F-HR 0001085146-22-002076 filed by Frontier Wealth Management LLC
   Filed 2022-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

3. period ended2021-12-31

   13F 9,920 shares

   Change vs previous 13F -487 shares

   0.05% of the 13F portfolio, value $726,000.

   13F-HR 0001085146-22-000509 filed by Frontier Wealth Management LLC
   Filed 2022-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

4. period ended2021-09-30

   13F 10,407 shares

   Change vs previous 13F +1,658 shares

   0.05% of the 13F portfolio, value $702,000.

   13F-HR 0001085146-21-003136 filed by Frontier Wealth Management LLC
   Filed 2021-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

5. period ended2021-06-30

   13F 8,749 shares

   Change vs previous 13F +71 shares

   0.04% of the 13F portfolio, value $598,000.

   13F-HR 0001085146-21-002471 filed by Frontier Wealth Management LLC
   Filed 2021-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

6. period ended2021-03-31

   13F 8,678 shares

   Change vs previous 13F +452 shares

   0.04% of the 13F portfolio, value $567,000.

   13F-HR 0001085146-21-001775 filed by Frontier Wealth Management LLC
   Filed 2021-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

7. period ended2020-12-31

   13F 8,226 shares

   Change vs previous 13F +1,363 shares

   0.04% of the 13F portfolio, value $490,000.

   13F-HR 0001085146-21-000993 filed by Frontier Wealth Management LLC
   Filed 2021-02-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

8. period ended2020-09-30

   13F 6,863 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $358,000.

   13F-HR 0001085146-20-002949 filed by Frontier Wealth Management LLC
   Filed 2020-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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