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POWER WEALTH MANAGEMENT LLC: SCHF position timeline

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

POWER WEALTH MANAGEMENT LLC held 581,868 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 581,868 shares
    Change vs previous 13F +11,268 shares

    5.54% of the 13F portfolio, value $16,117,751.

    13F-HR 0001398344-26-013305 filed by POWER 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 570,600 shares
    Change vs previous 13F +11,221 shares

    5.26% of the 13F portfolio, value $14,122,351.

    13F-HR 0001398344-26-009136 filed by POWER 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 559,379 shares
    Change vs previous 13F -4,212 shares

    4.73% of the 13F portfolio, value $13,447,472.

    13F-HR 0001398344-26-003201 filed by POWER 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 563,591 shares
    Change vs previous 13F +11,971 shares

    4.78% of the 13F portfolio, value $13,120,398.

    13F-HR 0001398344-25-020696 filed by POWER 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 551,620 shares
    Change vs previous 13F +13,965 shares

    4.69% of the 13F portfolio, value $12,190,813.

    13F-HR 0001398344-25-015001 filed by POWER 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 537,655 shares
    Change vs previous 13F +55,897 shares

    4.3% of the 13F portfolio, value $10,634,808.

    13F-HR 0001398344-25-009311 filed by POWER WEALTH MANAGEMENT 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 481,758 shares
    Change vs previous 13F +264,823 shares

    3.72% of the 13F portfolio, value $8,912,516.

    13F-HR 0001398344-25-002709 filed by POWER WEALTH MANAGEMENT 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 216,935 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $8,920,367.

    13F-HR 0001398344-24-020452 filed by POWER WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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