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RITHOLTZ WEALTH MANAGEMENT: SCHF position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 71,699 SCHF shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 71,699 shares
    Change vs previous 13F +16,944 shares

    0.03% of the 13F portfolio, value $1,986,064.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 54,755 shares
    Change vs previous 13F +3,551 shares

    0.02% of the 13F portfolio, value $1,355,174.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 51,204 shares
    Change vs previous 13F -4,555 shares

    0.02% of the 13F portfolio, value $1,230,935.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 55,759 shares
    Change vs previous 13F +1,021 shares

    0.03% of the 13F portfolio, value $1,298,063.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 54,738 shares
    Change vs previous 13F -123,719 shares

    0.03% of the 13F portfolio, value $1,209,702.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 178,457 shares
    Change vs previous 13F +136,707 shares

    0.11% of the 13F portfolio, value $3,529,886.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 41,750 shares
    Change vs previous 13F +24,373 shares

    0.02% of the 13F portfolio, value $772,381.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 17,377 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $714,532.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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