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Disclosery

SWS Partners: SCHF position timeline

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

SWS Partners held 195,610 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 195,610 shares
    Change vs previous 13F -1,673 shares

    1.17% of the 13F portfolio, value $5,418,404.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 197,283 shares
    Change vs previous 13F -11,330 shares

    1.2% of the 13F portfolio, value $4,882,749.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 208,613 shares
    Change vs previous 13F +1,165 shares

    1.21% of the 13F portfolio, value $5,015,052.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 207,448 shares
    Change vs previous 13F -2,803 shares

    1.18% of the 13F portfolio, value $4,829,393.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 210,251 shares
    Change vs previous 13F -32,789 shares

    1.25% of the 13F portfolio, value $4,646,548.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 243,040 shares
    Change vs previous 13F -61,541 shares

    1.58% of the 13F portfolio, value $4,807,331.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 304,581 shares
    Change vs previous 13F +13,656 shares

    1.71% of the 13F portfolio, value $5,634,742.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 290,925 shares
    Change vs previous 13F not available

    3.81% of the 13F portfolio, value $11,967,643.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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