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RWA WEALTH PARTNERS, LLC: SCHG position timeline

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

RWA WEALTH PARTNERS, LLC held 204,829 SCHG 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 204,829 shares
    Change vs previous 13F +11,467 shares

    0.07% of the 13F portfolio, value $6,931,403.

    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 193,362 shares
    Change vs previous 13F +34,372 shares

    0.06% of the 13F portfolio, value $5,632,614.

    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 158,990 shares
    Change vs previous 13F -4,506 shares

    0.06% of the 13F portfolio, value $5,186,256.

    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 163,496 shares
    Change vs previous 13F -28,691 shares

    0.06% of the 13F portfolio, value $5,217,158.

    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 192,187 shares
    Change vs previous 13F +49,469 shares

    0.07% of the 13F portfolio, value $5,613,797.

    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 142,718 shares
    Change vs previous 13F +76,735 shares

    0.05% of the 13F portfolio, value $3,573,646.

    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 65,983 shares
    Change vs previous 13F +54,570 shares

    0.02% of the 13F portfolio, value $1,838,946.

    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 11,413 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,188,993.

    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).