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Disclosery

REDW Wealth LLC: SCHF position timeline

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

REDW Wealth LLC held 15,067 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,067 shares
    Change vs previous 13F -1,075 shares

    0.15% of the 13F portfolio, value $417,356.

    13F-HR 0001688931-26-000007 filed by REDW Wealth 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 16,142 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $399,515.

    13F-HR 0001688931-26-000005 filed by REDW Wealth 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 16,142 shares
    Change vs previous 13F -4,825 shares

    0.15% of the 13F portfolio, value $388,054.

    13F-HR 0001688931-26-000003 filed by REDW Wealth 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 20,967 shares
    Change vs previous 13F -23 shares

    0.18% of the 13F portfolio, value $488,112.

    13F-HR 0001688931-25-000012 filed by REDW Wealth 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 20,990 shares
    Change vs previous 13F -24 shares

    0.18% of the 13F portfolio, value $463,879.

    13F-HR 0001688931-25-000007 filed by REDW Wealth 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 21,014 shares
    Change vs previous 13F -9,344 shares

    0.15% of the 13F portfolio, value $415,657.

    13F-HR 0001688931-25-000005 filed by REDW Wealth 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 30,358 shares
    Change vs previous 13F -5,879 shares

    0.19% of the 13F portfolio, value $561,623.

    13F-HR 0001688931-25-000002 filed by REDW Wealth 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 36,237 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,490,068.

    13F-HR 0001688931-24-000014 filed by REDW Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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