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Tradition Wealth Management, LLC: SCHV position timeline

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

Tradition Wealth Management, LLC held 952,665 SCHV 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 952,665 shares
    Change vs previous 13F +7,736 shares

    2.03% of the 13F portfolio, value $33,162,259.

    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 944,929 shares
    Change vs previous 13F +10,455 shares

    2.05% of the 13F portfolio, value $28,820,337.

    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 934,474 shares
    Change vs previous 13F -7,974 shares

    1.99% of the 13F portfolio, value $27,669,772.

    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 942,448 shares
    Change vs previous 13F -1,209 shares

    2.03% of the 13F portfolio, value $27,434,672.

    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 943,657 shares
    Change vs previous 13F +9,104 shares

    2.09% of the 13F portfolio, value $26,110,998.

    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 934,553 shares
    Change vs previous 13F +11,550 shares

    2.19% of the 13F portfolio, value $24,840,423.

    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 923,003 shares
    Change vs previous 13F +616,368 shares

    2.12% of the 13F portfolio, value $24,062,692.

    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 306,635 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $24,644,283.

    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).