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Disclosery

Schwallier Wealth Management LLC: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schwallier Wealth Management LLC on SCHF, newest first. How the timeline and the estimate are built.

Schwallier Wealth Management LLC held 49,590 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,590 shares
    Change vs previous 13F -189,720 shares

    0.87% of the 13F portfolio, value $1,373,639.

    13F-HR 0001934951-26-000003 filed by Schwallier Wealth Management 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 239,310 shares
    Change vs previous 13F -18,768 shares

    4.33% of the 13F portfolio, value $5,922,920.

    13F-HR 0001934951-26-000002 filed by Schwallier Wealth Management 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 258,078 shares
    Change vs previous 13F -17,457 shares

    4.19% of the 13F portfolio, value $6,565,497.

    13F-HR 0001934951-26-000001 filed by Schwallier Wealth Management 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 275,535 shares
    Change vs previous 13F -12,879 shares

    4% of the 13F portfolio, value $6,414,451.

    13F-HR 0001934951-25-000004 filed by Schwallier Wealth Management 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 288,414 shares
    Change vs previous 13F +44,499 shares

    3.9% of the 13F portfolio, value $6,373,955.

    13F-HR 0001934951-25-000001 filed by Schwallier Wealth Management 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 243,915 shares
    Change vs previous 13F -90,056 shares

    3.56% of the 13F portfolio, value $4,824,637.

    13F-HR 0001934951-25-000002 filed by Schwallier Wealth Management 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 333,971 shares
    Change vs previous 13F +172,172 shares

    4.7% of the 13F portfolio, value $6,178,461.

    13F-HR 0001807270-25-000002 filed by Schwallier Wealth Management 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 161,799 shares
    Change vs previous 13F not available

    4.76% of the 13F portfolio, value $6,653,195.

    13F-HR 0001934951-24-000009 filed by Schwallier Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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