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Disclosery

Worth Asset Management, LLC: SCHF position timeline

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

Worth Asset Management, LLC held 14,039 SCHF shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,039 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $385,660.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,039 shares
    Change vs previous 13F +4,246 shares

    0.12% of the 13F portfolio, value $388,890.

    13F-HR 0001927285-26-000005 filed by Worth Asset 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 ended2026-03-31
    13F 9,793 shares
    Change vs previous 13F +714 shares

    0.09% of the 13F portfolio, value $242,378.

    13F-HR 0001927285-26-000003 filed by Worth Asset 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 ended2025-12-31
    13F 9,079 shares
    Change vs previous 13F -11,425 shares

    0.09% of the 13F portfolio, value $218,259.

    13F-HR 0001927285-26-000001 filed by Worth Asset 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 ended2025-09-30
    13F 20,504 shares
    Change vs previous 13F +5,603 shares

    0.21% of the 13F portfolio, value $477,333.

    13F-HR 0001927285-25-000006 filed by Worth Asset 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 ended2025-06-30
    13F 14,901 shares
    Change vs previous 13F -4,067 shares

    0.16% of the 13F portfolio, value $329,313.

    13F-HR 0001927285-25-000005 filed by Worth Asset 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 ended2025-03-31
    13F 18,968 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $375,187.

    13F-HR 0001927285-25-000002 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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