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Disclosery

Abound Wealth Management: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Abound Wealth Management on SCHA, newest first. How the timeline and the estimate are built.

Abound Wealth Management held 137,491 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 137,491 shares
    Change vs previous 13F +208 shares

    0.99% of the 13F portfolio, value $4,967,554.

    13F-HR 0001950323-26-000007 filed by Abound Wealth Management
    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 137,283 shares
    Change vs previous 13F +1,451 shares

    0.91% of the 13F portfolio, value $3,992,189.

    13F-HR 0001950323-26-000005 filed by Abound Wealth Management
    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 135,832 shares
    Change vs previous 13F +690 shares

    0.91% of the 13F portfolio, value $3,868,505.

    13F-HR 0001950323-26-000003 filed by Abound Wealth Management
    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 135,142 shares
    Change vs previous 13F -610 shares

    0.94% of the 13F portfolio, value $3,770,470.

    13F-HR 0001950323-25-000013 filed by Abound Wealth Management
    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 135,752 shares
    Change vs previous 13F +63,301 shares

    0.97% of the 13F portfolio, value $3,434,537.

    13F-HR 0001950323-25-000009 filed by Abound Wealth Management
    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 72,451 shares
    Change vs previous 13F +3,750 shares

    0.57% of the 13F portfolio, value $1,697,530.

    13F-HR 0001950323-25-000007 filed by Abound Wealth Management
    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 68,701 shares
    Change vs previous 13F +35,526 shares

    0.57% of the 13F portfolio, value $1,776,606.

    13F-HR 0001950323-25-000002 filed by Abound Wealth Management
    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 33,175 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,708,489.

    13F-HR 0001398344-24-019861 filed by Abound Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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