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RITHOLTZ WEALTH MANAGEMENT: SCHV position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 53,677 SCHV 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 53,677 shares
    Change vs previous 13F -26,198 shares

    0.03% of the 13F portfolio, value $1,868,494.

    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 79,875 shares
    Change vs previous 13F +18,801 shares

    0.04% of the 13F portfolio, value $2,436,195.

    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 61,074 shares
    Change vs previous 13F -2,461 shares

    0.03% of the 13F portfolio, value $1,808,405.

    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 63,535 shares
    Change vs previous 13F -1,130 shares

    0.04% of the 13F portfolio, value $1,849,516.

    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 64,665 shares
    Change vs previous 13F +56,613 shares

    0.04% of the 13F portfolio, value $1,789,282.

    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 8,052 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $214,016.

    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).