Skip to content
Disclosery

MISSION WEALTH MANAGEMENT, LP: SCHF position timeline

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

MISSION WEALTH MANAGEMENT, LP held 739,774 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 739,774 shares
    Change vs previous 13F +64,599 shares

    0.26% of the 13F portfolio, value $20,491,738.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 675,175 shares
    Change vs previous 13F -84,219 shares

    0.35% of the 13F portfolio, value $16,710,572.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 759,394 shares
    Change vs previous 13F -68,931 shares

    0.37% of the 13F portfolio, value $18,255,839.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 828,325 shares
    Change vs previous 13F -24,011 shares

    0.39% of the 13F portfolio, value $19,283,416.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 852,336 shares
    Change vs previous 13F +471,219 shares

    0.41% of the 13F portfolio, value $18,836,620.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 381,117 shares
    Change vs previous 13F -3,883 shares

    0.19% of the 13F portfolio, value $7,538,491.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 385,000 shares
    Change vs previous 13F +188,976 shares

    0.17% of the 13F portfolio, value $7,122,497.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 196,024 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $8,060,510.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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