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HRC WEALTH MANAGEMENT, LLC: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HRC WEALTH MANAGEMENT, LLC on SCHV, newest first. How the timeline and the estimate are built.

HRC WEALTH MANAGEMENT, LLC held 1,302,258 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,302,258 shares
    Change vs previous 13F -6,301 shares

    18.55% of the 13F portfolio, value $45,331,608.

    13F-HR 0001172661-26-002576 filed by HRC 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 1,308,559 shares
    Change vs previous 13F +21,413 shares

    18.86% of the 13F portfolio, value $39,911,055.

    13F-HR 0001172661-26-001695 filed by HRC 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 1,287,146 shares
    Change vs previous 13F -3,176 shares

    18.25% of the 13F portfolio, value $38,112,384.

    13F-HR 0001172661-26-000243 filed by HRC 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 1,290,322 shares
    Change vs previous 13F +14,299 shares

    18.32% of the 13F portfolio, value $37,561,283.

    13F-HR 0001172661-25-004294 filed by HRC 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 1,276,023 shares
    Change vs previous 13F +76,181 shares

    18.82% of the 13F portfolio, value $35,307,569.

    13F-HR 0001172661-25-002668 filed by HRC 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 1,199,842 shares
    Change vs previous 13F +12,222 shares

    19.79% of the 13F portfolio, value $31,891,804.

    13F-HR 0001172661-25-001722 filed by HRC 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 1,187,620 shares
    Change vs previous 13F +797,755 shares

    18.38% of the 13F portfolio, value $30,961,244.

    13F-HR 0001172661-25-000686 filed by HRC 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 389,865 shares
    Change vs previous 13F not available

    20.24% of the 13F portfolio, value $31,333,463.

    13F-HR 0001172661-24-004563 filed by HRC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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