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SHEETS SMITH WEALTH MANAGEMENT: SCHF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SHEETS SMITH WEALTH MANAGEMENT on SCHF, newest first. How the timeline and the estimate are built.

SHEETS SMITH WEALTH MANAGEMENT held 157,892 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 157,892 shares
    Change vs previous 13F -2,209 shares

    0.44% of the 13F portfolio, value $4,373,605.

    13F-HR 0001398344-26-012106 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 160,101 shares
    Change vs previous 13F +5,654 shares

    0.45% of the 13F portfolio, value $3,962,492.

    13F-HR 0001398344-26-006590 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 154,447 shares
    Change vs previous 13F +11,297 shares

    0.41% of the 13F portfolio, value $3,712,898.

    13F-HR 0001398344-26-000857 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 143,150 shares
    Change vs previous 13F +1,088 shares

    0.38% of the 13F portfolio, value $3,332,538.

    13F-HR 0001398344-25-019206 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 142,062 shares
    Change vs previous 13F +12,046 shares

    0.37% of the 13F portfolio, value $3,139,576.

    13F-HR 0001398344-25-013145 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 130,016 shares
    Change vs previous 13F +4,646 shares

    0.32% of the 13F portfolio, value $2,571,725.

    13F-HR 0001398344-25-007527 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 125,370 shares
    Change vs previous 13F +62,304 shares

    0.28% of the 13F portfolio, value $2,319,353.

    13F-HR 0001398344-25-000761 filed by SHEETS SMITH WEALTH MANAGEMENT
    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 63,066 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,593,275.

    13F-HR 0001398344-24-019807 filed by SHEETS SMITH WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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