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N.E.W. Advisory Services LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of N.E.W. Advisory Services LLC on SCHF, newest first. How the timeline and the estimate are built.

N.E.W. Advisory Services LLC held 7,127 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,127 shares
    Change vs previous 13F +217 shares

    0.01% of the 13F portfolio, value $197,418.

    13F-HR 0001803456-26-000003 filed by N.E.W. Advisory Services 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 6,910 shares
    Change vs previous 13F +2,794 shares

    0.01% of the 13F portfolio, value $171,023.

    13F-HR 0001803456-26-000002 filed by N.E.W. Advisory Services 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 4,116 shares
    Change vs previous 13F +2,087 shares

    0.01% of the 13F portfolio, value $98,949.

    13F-HR 0001803456-26-000001 filed by N.E.W. Advisory Services 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 2,029 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $47,235.

    13F-HR 0001803456-25-000002 filed by N.E.W. Advisory Services 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 2,018 shares
    Change vs previous 13F -3,576 shares

    <0.01% of the 13F portfolio, value $44,598.

    13F-HR 0001764754-25-000013 filed by N.E.W. Advisory Services 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 5,594 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $110,649.

    13F-HR 0001764754-25-000009 filed by N.E.W. Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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