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NewEdge Advisors, LLC: SCHF position timeline

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

NewEdge Advisors, LLC held 1,096,983 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,096,983 shares
    Change vs previous 13F +142,837 shares

    0.09% of the 13F portfolio, value $30,386,477.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 954,146 shares
    Change vs previous 13F -22,813 shares

    0.09% of the 13F portfolio, value $23,615,246.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 976,959 shares
    Change vs previous 13F +119,604 shares

    0.09% of the 13F portfolio, value $23,486,067.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 857,355 shares
    Change vs previous 13F +71,087 shares

    0.09% of the 13F portfolio, value $19,959,237.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 786,268 shares
    Change vs previous 13F -84,425 shares

    0.09% of the 13F portfolio, value $17,376,552.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 870,693 shares
    Change vs previous 13F +310,108 shares

    0.1% of the 13F portfolio, value $17,222,319.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    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 560,585 shares
    Change vs previous 13F +334,626 shares

    0.06% of the 13F portfolio, value $10,370,956.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    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 225,959 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $9,291,436.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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