Austin Wealth Management, LLC: SCHP position timeline

Austin Wealth Management, LLC held 60,984 SCHP 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 60,984 shares

   Change vs previous 13F +6,867 shares

   0.34% of the 13F portfolio, value $1,601,440.

   13F-HR 0002003112-26-000007 filed by Austin Wealth Management, LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 54,117 shares

   Change vs previous 13F -4,690 shares

   0.33% of the 13F portfolio, value $1,443,302.

   13F-HR 0002003112-26-000004 filed by Austin Wealth Management, LLC
   Filed 2026-04-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 58,807 shares

   Change vs previous 13F +12,672 shares

   0.23% of the 13F portfolio, value $1,560,151.

   13F-HR 0002003112-26-000001 filed by Austin Wealth Management, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 46,135 shares

   Change vs previous 13F +118 shares

   0.2% of the 13F portfolio, value $1,252,565.

   13F-HR 0002003112-25-000004 filed by Austin Wealth Management, LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 46,017 shares

   Change vs previous 13F not available

   0.22% of the 13F portfolio, value $1,224,052.

   13F-HR 0001085146-25-004694 filed by Austin Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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