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Smart Portfolios, LLC: SCHV position timeline

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

Smart Portfolios, LLC held 25,255 SCHV shares at 2026-03-31 per its 13F-HR filed 2026-05-01.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 25,255 shares
    Change vs previous 13F -90 shares

    0.77% of the 13F portfolio, value $770,278.

    13F-HR 0001513227-26-000006 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 25,345 shares
    Change vs previous 13F 0 shares

    0.75% of the 13F portfolio, value $750,465.

    13F-HR 0001513227-26-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 25,345 shares
    Change vs previous 13F -610 shares

    0.71% of the 13F portfolio, value $737,793.

    13F-HR 0001513227-25-000007 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 25,955 shares
    Change vs previous 13F +85 shares

    0.72% of the 13F portfolio, value $718,175.

    13F-HR 0001513227-25-000004 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 25,870 shares
    Change vs previous 13F -30 shares

    0.75% of the 13F portfolio, value $687,625.

    13F-HR 0001513227-25-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 25,900 shares
    Change vs previous 13F +17,305 shares

    0.71% of the 13F portfolio, value $675,213.

    13F-HR 0001513227-25-000002 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,595 shares
    Change vs previous 13F 0 shares

    0.7% of the 13F portfolio, value $690,780.

    13F-HR 0001513227-24-000005 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 8,595 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $636,718.

    13F-HR 0001513227-24-000003 filed by Smart Portfolios, LLC
    Filed (acceptance time not in the bulk data set), ingested

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