Skip to content
Disclosery

RWA WEALTH PARTNERS, LLC: SCHV position timeline

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

RWA WEALTH PARTNERS, LLC held 386,729 SCHV 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 386,729 shares
    Change vs previous 13F -8,320 shares

    0.13% of the 13F portfolio, value $13,462,028.

    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 395,049 shares
    Change vs previous 13F +5,514 shares

    0.13% of the 13F portfolio, value $12,048,983.

    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 389,535 shares
    Change vs previous 13F -7,978 shares

    0.13% of the 13F portfolio, value $11,534,144.

    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 397,513 shares
    Change vs previous 13F -19,863 shares

    0.13% of the 13F portfolio, value $11,571,597.

    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 417,376 shares
    Change vs previous 13F +135,959 shares

    0.14% of the 13F portfolio, value $11,548,789.

    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 281,417 shares
    Change vs previous 13F +2,029 shares

    0.09% of the 13F portfolio, value $7,480,061.

    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 279,388 shares
    Change vs previous 13F +182,091 shares

    0.09% of the 13F portfolio, value $7,283,646.

    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 97,297 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,819,738.

    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).