Skip to content
Disclosery

Aureum Wealth Management, LLC: SCHX position timeline

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

Aureum Wealth Management, LLC held 134,020 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,020 shares
    Change vs previous 13F +2,169 shares

    2.45% of the 13F portfolio, value $3,944,209.

    13F-HR 0002093444-26-000003 filed by Aureum Wealth Management, 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 131,851 shares
    Change vs previous 13F +26,925 shares

    2.35% of the 13F portfolio, value $3,380,660.

    13F-HR 0002093444-26-000002 filed by Aureum 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 ended2025-12-31
    13F 104,926 shares
    Change vs previous 13F not available

    2.62% of the 13F portfolio, value $2,823,559.

    13F-HR 0002093444-26-000001 filed by Aureum Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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