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Soltis Investment Advisors LLC: SCHF position timeline

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

Soltis Investment Advisors LLC held 963,932 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 963,932 shares
    Change vs previous 13F +91,451 shares

    1.54% of the 13F portfolio, value $26,700,925.

    13F-HR 0001802530-26-000004 filed by Soltis Investment Advisors 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 872,481 shares
    Change vs previous 13F +104,969 shares

    1.4% of the 13F portfolio, value $21,593,894.

    13F-HR 0001802530-26-000003 filed by Soltis Investment Advisors 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/A 767,512 shares
    Change vs previous 13F +41,622 shares

    1.22% of the 13F portfolio, value $18,450,995.

    13F-HR/A 0001802530-26-000002 filed by Soltis Investment Advisors 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 725,890 shares
    Change vs previous 13F +68,566 shares

    1.17% of the 13F portfolio, value $16,898,723.

    13F-HR 0001802530-25-000007 filed by Soltis Investment Advisors 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 657,324 shares
    Change vs previous 13F +68,252 shares

    1.14% of the 13F portfolio, value $14,526,859.

    13F-HR 0001802530-25-000004 filed by Soltis Investment Advisors 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 589,072 shares
    Change vs previous 13F +66,616 shares

    1.04% of the 13F portfolio, value $11,651,852.

    13F-HR 0001802530-25-000003 filed by Soltis Investment Advisors 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 522,456 shares
    Change vs previous 13F +281,157 shares

    0.9% of the 13F portfolio, value $9,665,442.

    13F-HR 0001802530-25-000002 filed by Soltis Investment Advisors 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/A 241,299 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $9,922,233.

    13F-HR/A 0001802530-25-000001 filed by Soltis Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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