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Disclosery

CWM, LLC: SCHV position timeline

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

CWM, LLC held 390,639 SCHV 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 390,639 shares
    Change vs previous 13F +3,267 shares

    0.03% of the 13F portfolio, value $11,914,495.

    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 387,372 shares
    Change vs previous 13F +249,130 shares

    0.03% of the 13F portfolio, value $11,470,000.

    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 138,242 shares
    Change vs previous 13F +11,990 shares

    0.01% of the 13F portfolio, value $4,024,000.

    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 126,252 shares
    Change vs previous 13F +5,925 shares

    0.01% of the 13F portfolio, value $3,493,000.

    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 120,327 shares
    Change vs previous 13F -4,460 shares

    0.01% of the 13F portfolio, value $3,198,000.

    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 124,787 shares
    Change vs previous 13F +85,404 shares

    0.01% of the 13F portfolio, value $3,253,000.

    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 39,383 shares
    Change vs previous 13F +2,339 shares

    0.01% of the 13F portfolio, value $3,165,000.

    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 37,044 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,744,000.

    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).