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RWA WEALTH PARTNERS, LLC: SCHB position timeline

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

RWA WEALTH PARTNERS, LLC held 103,832 SCHB 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 103,832 shares
    Change vs previous 13F -363 shares

    0.03% of the 13F portfolio, value $3,006,983.

    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 104,195 shares
    Change vs previous 13F -571 shares

    0.03% of the 13F portfolio, value $2,615,304.

    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 104,766 shares
    Change vs previous 13F +195 shares

    0.03% of the 13F portfolio, value $2,748,002.

    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 104,571 shares
    Change vs previous 13F +7,696 shares

    0.03% of the 13F portfolio, value $2,688,512.

    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 96,875 shares
    Change vs previous 13F -12,697 shares

    0.03% of the 13F portfolio, value $2,308,536.

    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 109,572 shares
    Change vs previous 13F +572 shares

    0.03% of the 13F portfolio, value $2,359,086.

    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 109,000 shares
    Change vs previous 13F +72,677 shares

    0.03% of the 13F portfolio, value $2,474,296.

    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 36,323 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,416,201.

    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).