Thrive Wealth Management, LLC: SCHF position timeline

Thrive Wealth Management, LLC held 384,011 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 384,011 shares

   Change vs previous 13F +17,180 shares

   1.37% of the 13F portfolio, value $10,637,093.

   13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 366,831 shares

   Change vs previous 13F +2,194 shares

   1.35% of the 13F portfolio, value $9,079,070.

   13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, LLC
   Filed 2026-04-09 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 364,637 shares

   Change vs previous 13F +51,684 shares

   1.29% of the 13F portfolio, value $8,765,876.

   13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, LLC
   Filed 2026-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 312,953 shares

   Change vs previous 13F +8,322 shares

   1.1% of the 13F portfolio, value $7,285,542.

   13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 304,631 shares

   Change vs previous 13F -1,207 shares

   1.09% of the 13F portfolio, value $6,732,350.

   13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 305,838 shares

   Change vs previous 13F -27,712 shares

   1.16% of the 13F portfolio, value $6,049,479.

   13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, LLC
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 333,550 shares

   Change vs previous 13F +180,950 shares

   1.11% of the 13F portfolio, value $6,170,674.

   13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 152,600 shares

   Change vs previous 13F not available

   1.15% of the 13F portfolio, value $6,274,892.

   13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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