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Momentous Wealth Management, Inc.: SCHF position timeline

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

Momentous Wealth Management, Inc. held 641,177 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 641,177 shares
    Change vs previous 13F +16,831 shares

    9.1% of the 13F portfolio, value $17,760,604.

    13F-HR 0002073679-26-000084 filed by Momentous Wealth Management, Inc.
    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 624,346 shares
    Change vs previous 13F -38,148 shares

    8.83% of the 13F portfolio, value $15,452,553.

    13F-HR 0002073679-26-000051 filed by Momentous Wealth Management, Inc.
    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 662,494 shares
    Change vs previous 13F +35,621 shares

    9.03% of the 13F portfolio, value $15,926,344.

    13F-HR 0002055574-26-000003 filed by Momentous Wealth Management, Inc.
    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 626,873 shares
    Change vs previous 13F -13,450 shares

    9.25% of the 13F portfolio, value $14,593,601.

    13F-HR 0002055574-25-000006 filed by Momentous Wealth Management, Inc.
    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 640,323 shares
    Change vs previous 13F -5,073 shares

    9.14% of the 13F portfolio, value $14,151,132.

    13F-HR 0002055574-25-000003 filed by Momentous Wealth Management, Inc.
    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 645,396 shares
    Change vs previous 13F +14,220 shares

    9.04% of the 13F portfolio, value $12,765,933.

    13F-HR 0002055574-25-000002 filed by Momentous Wealth Management, Inc.
    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 631,176 shares
    Change vs previous 13F not available

    9.68% of the 13F portfolio, value $11,676,758.

    13F-HR 0002055574-25-000001 filed by Momentous Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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