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Thrive Wealth Management, LLC: SCHV position timeline

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

Thrive Wealth Management, LLC held 294,454 SCHV 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 294,454 shares
    Change vs previous 13F +5,947 shares

    1.32% of the 13F portfolio, value $10,249,943.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, 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 288,507 shares
    Change vs previous 13F -3,066 shares

    1.31% of the 13F portfolio, value $8,799,464.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, 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 291,573 shares
    Change vs previous 13F +7,036 shares

    1.27% of the 13F portfolio, value $8,633,469.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, 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 284,537 shares
    Change vs previous 13F -280 shares

    1.25% of the 13F portfolio, value $8,282,863.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, 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 284,817 shares
    Change vs previous 13F +44,502 shares

    1.27% of the 13F portfolio, value $7,880,887.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, 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 240,315 shares
    Change vs previous 13F -23,568 shares

    1.22% of the 13F portfolio, value $6,387,568.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, 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 263,883 shares
    Change vs previous 13F +178,767 shares

    1.24% of the 13F portfolio, value $6,879,430.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, 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 85,116 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $6,840,808.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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