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RWA WEALTH PARTNERS, LLC: SCHA position timeline

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

RWA WEALTH PARTNERS, LLC held 185,116 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,116 shares
    Change vs previous 13F +6,543 shares

    0.06% of the 13F portfolio, value $6,688,235.

    13F-HR 0001544576-26-000005 filed by RWA WEALTH PARTNERS, 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 178,573 shares
    Change vs previous 13F +17,430 shares

    0.06% of the 13F portfolio, value $5,192,905.

    13F-HR 0001544576-26-000004 filed by RWA WEALTH PARTNERS, 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 161,143 shares
    Change vs previous 13F +29,081 shares

    0.05% of the 13F portfolio, value $4,589,356.

    13F-HR 0001544576-26-000001 filed by RWA WEALTH PARTNERS, 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 132,062 shares
    Change vs previous 13F -205 shares

    0.04% of the 13F portfolio, value $3,684,533.

    13F-HR 0001544576-25-000007 filed by RWA WEALTH PARTNERS, 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 132,267 shares
    Change vs previous 13F -3,451 shares

    0.04% of the 13F portfolio, value $3,346,360.

    13F-HR 0001544576-25-000005 filed by RWA WEALTH PARTNERS, 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 135,718 shares
    Change vs previous 13F -2,329 shares

    0.04% of the 13F portfolio, value $3,179,881.

    13F-HR 0001544576-25-000004 filed by RWA WEALTH PARTNERS, 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 138,047 shares
    Change vs previous 13F +69,117 shares

    0.04% of the 13F portfolio, value $3,569,908.

    13F-HR 0001544576-25-000001 filed by RWA WEALTH PARTNERS, 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 68,930 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,549,899.

    13F-HR 0001544576-24-000007 filed by RWA WEALTH PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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