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Stewardship Advisors, LLC: SCHV position timeline

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

Stewardship Advisors, LLC held 68,357 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,357 shares
    Change vs previous 13F -174 shares

    0.49% of the 13F portfolio, value $2,379,507.

    13F-HR 0001733219-26-000004 filed by Stewardship 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 68,531 shares
    Change vs previous 13F +5,458 shares

    0.48% of the 13F portfolio, value $2,090,196.

    13F-HR 0001733219-26-000003 filed by Stewardship 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 63,073 shares
    Change vs previous 13F +1,998 shares

    0.43% of the 13F portfolio, value $1,867,592.

    13F-HR 0001733219-26-000001 filed by Stewardship 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 61,075 shares
    Change vs previous 13F +257 shares

    0.42% of the 13F portfolio, value $1,777,893.

    13F-HR 0001733219-25-000006 filed by Stewardship 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 60,818 shares
    Change vs previous 13F +2,248 shares

    0.43% of the 13F portfolio, value $1,682,834.

    13F-HR 0001733219-25-000004 filed by Stewardship 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 58,570 shares
    Change vs previous 13F +5,203 shares

    0.42% of the 13F portfolio, value $1,556,791.

    13F-HR 0001733219-25-000003 filed by Stewardship 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 53,367 shares
    Change vs previous 13F +39,793 shares

    0.39% of the 13F portfolio, value $1,391,278.

    13F-HR 0001733219-25-000001 filed by Stewardship 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 13,574 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,090,942.

    13F-HR 0001733219-24-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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