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Disclosery

OneAscent Financial Services LLC: SCHV position timeline

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

OneAscent Financial Services LLC held 175,530 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 175,530 shares
    Change vs previous 13F +11,819 shares

    0.29% of the 13F portfolio, value $6,110,199.

    13F-HR 0001780985-26-000003 filed by OneAscent Financial Services 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 163,711 shares
    Change vs previous 13F +19,531 shares

    0.27% of the 13F portfolio, value $4,993,186.

    13F-HR 0001780985-26-000002 filed by OneAscent Financial Services 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 144,180 shares
    Change vs previous 13F +7,119 shares

    0.39% of the 13F portfolio, value $4,269,170.

    13F-HR 0001780985-26-000001 filed by OneAscent Financial Services 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/A 137,061 shares
    Change vs previous 13F +12,570 shares

    0.49% of the 13F portfolio, value $3,989,846.

    13F-HR/A 0001780985-25-000006 filed by OneAscent Financial Services 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 124,491 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $3,445,000.

    13F-HR 0001780985-25-000004 filed by OneAscent Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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