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Disclosery

MONEYWISE, INC.: SCHF position timeline

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

MONEYWISE, INC. held 224,324 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,324 shares
    Change vs previous 13F +33,981 shares

    2.32% of the 13F portfolio, value $6,213,764.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, 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 190,343 shares
    Change vs previous 13F +67,300 shares

    2.06% of the 13F portfolio, value $4,710,989.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, 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 123,043 shares
    Change vs previous 13F +105,252 shares

    1.23% of the 13F portfolio, value $2,957,960.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, 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 17,791 shares
    Change vs previous 13F -641 shares

    0.19% of the 13F portfolio, value $414,174.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, 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 18,432 shares
    Change vs previous 13F -2,241 shares

    0.19% of the 13F portfolio, value $407,356.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, 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 20,673 shares
    Change vs previous 13F -2,197 shares

    0.22% of the 13F portfolio, value $408,907.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, 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 22,870 shares
    Change vs previous 13F +15,904 shares

    0.21% of the 13F portfolio, value $423,090.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    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 6,966 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $286,422.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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