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Disclosery

MA Private Wealth: SCHF position timeline

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

MA Private Wealth held 337,876 SCHF 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 337,876 shares
    Change vs previous 13F +3,743 shares

    1.39% of the 13F portfolio, value $9,359,165.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 334,133 shares
    Change vs previous 13F -15,237 shares

    1.4% of the 13F portfolio, value $8,269,792.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 349,370 shares
    Change vs previous 13F +6,595 shares

    1.4% of the 13F portfolio, value $8,398,855.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 342,775 shares
    Change vs previous 13F +14,897 shares

    1.34% of the 13F portfolio, value $7,979,802.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 327,878 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $7,246,104.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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