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Disclosery

Abound Wealth Management: SCHX position timeline

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

Abound Wealth Management held 808,077 SCHX 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 808,077 shares
    Change vs previous 13F +8,803 shares

    4.72% of the 13F portfolio, value $23,781,707.

    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 799,274 shares
    Change vs previous 13F +2,430 shares

    4.66% of the 13F portfolio, value $20,493,378.

    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 796,844 shares
    Change vs previous 13F +7,639 shares

    5.02% of the 13F portfolio, value $21,443,060.

    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 789,205 shares
    Change vs previous 13F +3,818 shares

    5.2% of the 13F portfolio, value $20,787,661.

    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 785,387 shares
    Change vs previous 13F +17,666 shares

    5.42% of the 13F portfolio, value $19,194,860.

    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 767,721 shares
    Change vs previous 13F +9,556 shares

    5.66% of the 13F portfolio, value $16,951,281.

    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 758,165 shares
    Change vs previous 13F +503,827 shares

    5.64% of the 13F portfolio, value $17,574,271.

    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 254,338 shares
    Change vs previous 13F not available

    5.73% of the 13F portfolio, value $17,256,838.

    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).