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Disclosery

CWM, LLC: SCHF position timeline

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

CWM, LLC held 3,218,486 SCHF shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 3,218,486 shares
    Change vs previous 13F +284,417 shares

    0.21% of the 13F portfolio, value $79,657,518.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 2,934,069 shares
    Change vs previous 13F +101,035 shares

    0.19% of the 13F portfolio, value $70,535,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 2,833,034 shares
    Change vs previous 13F -458,505 shares

    0.2% of the 13F portfolio, value $65,953,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 3,291,539 shares
    Change vs previous 13F +288,986 shares

    0.26% of the 13F portfolio, value $72,743,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 3,002,553 shares
    Change vs previous 13F +727,949 shares

    0.24% of the 13F portfolio, value $59,391,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 2,274,604 shares
    Change vs previous 13F +1,243,594 shares

    0.17% of the 13F portfolio, value $42,080,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 1,031,010 shares
    Change vs previous 13F +71,215 shares

    0.18% of the 13F portfolio, value $42,395,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 959,795 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $36,875,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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