Skip to content
Disclosery

Tradition Wealth Management, LLC: SCHF position timeline

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

Tradition Wealth Management, LLC held 1,020,294 SCHF shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,020,294 shares
    Change vs previous 13F +55,709 shares

    1.73% of the 13F portfolio, value $28,262,132.

    13F-HR 0001843010-26-000004 filed by Tradition 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 964,585 shares
    Change vs previous 13F +284,259 shares

    1.7% of the 13F portfolio, value $23,873,474.

    13F-HR 0001843010-26-000003 filed by Tradition 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 680,326 shares
    Change vs previous 13F +59,083 shares

    1.17% of the 13F portfolio, value $16,355,041.

    13F-HR 0001843010-26-000001 filed by Tradition 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 621,243 shares
    Change vs previous 13F +169,648 shares

    1.07% of the 13F portfolio, value $14,462,528.

    13F-HR 0001843010-25-000007 filed by Tradition 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 451,595 shares
    Change vs previous 13F +11,700 shares

    0.8% of the 13F portfolio, value $9,980,255.

    13F-HR 0001843010-25-000004 filed by Tradition 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 439,895 shares
    Change vs previous 13F +20,545 shares

    0.77% of the 13F portfolio, value $8,701,127.

    13F-HR 0001843010-25-000003 filed by Tradition 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 419,350 shares
    Change vs previous 13F +164,970 shares

    0.68% of the 13F portfolio, value $7,757,983.

    13F-HR 0001843010-25-000001 filed by Tradition 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 254,380 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $10,460,112.

    13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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