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Alliance Wealth Management Group: SCHA position timeline

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

Alliance Wealth Management Group held 294,689 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 294,689 shares
    Change vs previous 13F -16,062 shares

    2.07% of the 13F portfolio, value $10,647,118.

    13F-HR 0001623707-26-000005 filed by Alliance Wealth Management Group
    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 310,751 shares
    Change vs previous 13F -5,215 shares

    1.98% of the 13F portfolio, value $9,036,625.

    13F-HR 0001623707-26-000003 filed by Alliance Wealth Management Group
    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 315,966 shares
    Change vs previous 13F -58,345 shares

    1.97% of the 13F portfolio, value $8,998,709.

    13F-HR 0001623707-26-000002 filed by Alliance Wealth Management Group
    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 374,311 shares
    Change vs previous 13F -49,325 shares

    2.32% of the 13F portfolio, value $10,443,285.

    13F-HR 0001623707-25-000007 filed by Alliance Wealth Management Group
    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 423,636 shares
    Change vs previous 13F +41,639 shares

    2.73% of the 13F portfolio, value $10,717,979.

    13F-HR 0001623707-25-000005 filed by Alliance Wealth Management Group
    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 381,997 shares
    Change vs previous 13F -12,654 shares

    2.41% of the 13F portfolio, value $8,950,196.

    13F-HR 0001623707-25-000003 filed by Alliance Wealth Management Group
    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 394,651 shares
    Change vs previous 13F +191,770 shares

    2.73% of the 13F portfolio, value $10,205,677.

    13F-HR 0001623707-25-000002 filed by Alliance Wealth Management Group
    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 202,881 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $10,448,369.

    13F-HR 0001623707-24-000002 filed by Alliance Wealth Management Group
    Filed (acceptance time not in the bulk data set), ingested

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