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Modern Wealth Management, LLC: SCHF position timeline

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

Modern Wealth Management, LLC held 2,079,859 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,079,859 shares
    Change vs previous 13F -108,992 shares

    0.69% of the 13F portfolio, value $57,612,093.

    13F-HR 0002001900-26-000007 filed by Modern 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 2,188,851 shares
    Change vs previous 13F +1,593 shares

    0.95% of the 13F portfolio, value $55,027,712.

    13F-HR 0002001900-26-000006 filed by Modern 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 2,187,258 shares
    Change vs previous 13F -21,314 shares

    0.96% of the 13F portfolio, value $52,581,683.

    13F-HR 0002001900-26-000001 filed by Modern 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 2,208,572 shares
    Change vs previous 13F +1,954,849 shares

    1.02% of the 13F portfolio, value $51,415,562.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 253,723 shares
    Change vs previous 13F +4,212 shares

    0.14% of the 13F portfolio, value $5,607,277.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 249,511 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $4,935,336.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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