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SUMMIT WEALTH & RETIREMENT PLANNING, INC.: SCHV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMMIT WEALTH & RETIREMENT PLANNING, INC. on SCHV, newest first. How the timeline and the estimate are built.

SUMMIT WEALTH & RETIREMENT PLANNING, INC. held 1,777,034 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,777,034 shares
    Change vs previous 13F +52,850 shares

    13.11% of the 13F portfolio, value $61,858,567.

    13F-HR 0001766995-26-000004 filed by SUMMIT WEALTH & RETIREMENT PLANNING, 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 1,724,184 shares
    Change vs previous 13F +16,817 shares

    12.55% of the 13F portfolio, value $52,587,619.

    13F-HR 0001766995-26-000003 filed by SUMMIT WEALTH & RETIREMENT PLANNING, 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 1,707,367 shares
    Change vs previous 13F +41,098 shares

    11.9% of the 13F portfolio, value $50,555,125.

    13F-HR 0001766995-26-000001 filed by SUMMIT WEALTH & RETIREMENT PLANNING, 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 1,666,269 shares
    Change vs previous 13F +19,343 shares

    11.92% of the 13F portfolio, value $48,505,091.

    13F-HR 0001766995-25-000008 filed by SUMMIT WEALTH & RETIREMENT PLANNING, 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 1,646,926 shares
    Change vs previous 13F +8,630 shares

    12.23% of the 13F portfolio, value $45,570,454.

    13F-HR 0001766995-25-000004 filed by SUMMIT WEALTH & RETIREMENT PLANNING, 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 1,638,296 shares
    Change vs previous 13F +24,467 shares

    13.34% of the 13F portfolio, value $43,545,898.

    13F-HR 0001766995-25-000002 filed by SUMMIT WEALTH & RETIREMENT PLANNING, 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 1,613,829 shares
    Change vs previous 13F +1,073,715 shares

    13.02% of the 13F portfolio, value $42,072,522.

    13F-HR 0001766995-25-000001 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    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 540,114 shares
    Change vs previous 13F not available

    13.86% of the 13F portfolio, value $43,408,925.

    13F-HR 0001766995-24-000008 filed by SUMMIT WEALTH & RETIREMENT PLANNING, INC.
    Filed (acceptance time not in the bulk data set), ingested

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