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1900 WEALTH MANAGEMENT LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 1900 WEALTH MANAGEMENT LLC on SCHX, newest first. How the timeline and the estimate are built.

1900 WEALTH MANAGEMENT LLC held 126,410 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 126,410 shares
    Change vs previous 13F -4,630 shares

    0.21% of the 13F portfolio, value $3,792,301.

    13F-HR 0001791996-26-000006 filed by 1900 WEALTH MANAGEMENT LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 131,040 shares
    Change vs previous 13F +55 shares

    0.21% of the 13F portfolio, value $3,856,501.

    13F-HR 0001791996-26-000005 filed by 1900 WEALTH 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 130,985 shares
    Change vs previous 13F +272 shares

    0.22% of the 13F portfolio, value $3,358,460.

    13F-HR 0001791996-26-000004 filed by 1900 WEALTH 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 130,713 shares
    Change vs previous 13F +1,220 shares

    0.23% of the 13F portfolio, value $3,517,476.

    13F-HR 0001791996-26-000001 filed by 1900 WEALTH 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 129,493 shares
    Change vs previous 13F -3,539 shares

    0.23% of the 13F portfolio, value $3,410,854.

    13F-HR 0001791996-25-000007 filed by 1900 WEALTH 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 133,032 shares
    Change vs previous 13F +60 shares

    0.25% of the 13F portfolio, value $3,251,292.

    13F-HR 0001791996-25-000006 filed by 1900 WEALTH 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 132,972 shares
    Change vs previous 13F -1,402 shares

    0.24% of the 13F portfolio, value $2,936,013.

    13F-HR 0001791996-25-000005 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 134,374 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $3,114,796.

    13F-HR 0001791996-25-000001 filed by 1900 WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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