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Wealthcare Advisory Partners LLC: SCHV position timeline

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

Wealthcare Advisory Partners LLC held 40,380 SCHV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,380 shares
    Change vs previous 13F -1,670 shares

    0.03% of the 13F portfolio, value $1,405,634.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 42,050 shares
    Change vs previous 13F +10,417 shares

    0.02% of the 13F portfolio, value $1,282,517.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 31,633 shares
    Change vs previous 13F -3,070 shares

    0.02% of the 13F portfolio, value $936,661.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 34,703 shares
    Change vs previous 13F +196 shares

    0.02% of the 13F portfolio, value $1,010,196.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 34,507 shares
    Change vs previous 13F -501,176 shares

    0.02% of the 13F portfolio, value $954,814.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners 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 535,683 shares
    Change vs previous 13F -5,755 shares

    0.38% of the 13F portfolio, value $14,238,446.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 541,438 shares
    Change vs previous 13F +356,781 shares

    0.39% of the 13F portfolio, value $14,115,289.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 184,657 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $14,840,901.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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