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FSM Wealth Advisors, LLC: SCHF position timeline

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

FSM Wealth Advisors, LLC held 1,413,552 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,413,552 shares
    Change vs previous 13F +149,479 shares

    4.2% of the 13F portfolio, value $39,155,385.

    13F-HR 0001942548-26-000003 filed by FSM Wealth Advisors, 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 1,264,073 shares
    Change vs previous 13F +276,762 shares

    4.02% of the 13F portfolio, value $31,285,799.

    13F-HR 0001942548-26-000002 filed by FSM Wealth Advisors, 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 987,311 shares
    Change vs previous 13F +94,057 shares

    3.25% of the 13F portfolio, value $23,734,946.

    13F-HR 0001942548-26-000001 filed by FSM Wealth Advisors, 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 893,254 shares
    Change vs previous 13F +109,315 shares

    2.94% of the 13F portfolio, value $20,794,951.

    13F-HR 0001942548-25-000007 filed by FSM Wealth Advisors, 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 783,939 shares
    Change vs previous 13F +71,169 shares

    2.79% of the 13F portfolio, value $17,176,097.

    13F-HR 0001942548-25-000006 filed by FSM Wealth Advisors, 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 712,770 shares
    Change vs previous 13F +123,699 shares

    3.17% of the 13F portfolio, value $14,098,586.

    13F-HR 0001942548-25-000001 filed by FSM Wealth Advisors, 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 589,071 shares
    Change vs previous 13F +356,107 shares

    2.7% of the 13F portfolio, value $11,021,518.

    13F-HR 0001767699-25-000002 filed by FSM Wealth Advisors, 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 232,964 shares
    Change vs previous 13F not available

    2.54% of the 13F portfolio, value $9,579,471.

    13F-HR 0001767699-24-000003 filed by FSM Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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