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Sterling Wealth Advisors Inc: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Wealth Advisors Inc on SCHV, newest first. How the timeline and the estimate are built.

Sterling Wealth Advisors Inc held 10,780 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,780 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $375,252.

    13F-HR 0001943937-26-000004 filed by Sterling Wealth Advisors Inc
    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 10,780 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $345,930.

    13F-HR 0001943937-26-000003 filed by Sterling Wealth Advisors Inc
    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 10,780 shares
    Change vs previous 13F -1,880 shares

    0.19% of the 13F portfolio, value $319,196.

    13F-HR 0001943937-26-000001 filed by Sterling Wealth Advisors Inc
    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 12,660 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $366,634.

    13F-HR 0001943937-25-000002 filed by Sterling Wealth Advisors Inc
    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 12,660 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $354,607.

    13F-HR 0001085146-25-003894 filed by Sterling Wealth Advisors Inc
    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 12,660 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $336,503.

    13F-HR 0001085146-25-002990 filed by Sterling Wealth Advisors Inc
    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 12,660 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $330,046.

    13F-HR 0001085146-25-000525 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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