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Disclosery

Balance Wealth Partners LLC: SCHX position timeline

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

Balance Wealth Partners LLC held 386,171 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 386,171 shares
    Change vs previous 13F +3,917 shares

    3.02% of the 13F portfolio, value $11,365,000.

    13F-HR 0001754960-26-000596 filed by Balance Wealth Partners 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 382,254 shares
    Change vs previous 13F -144,442 shares

    3.04% of the 13F portfolio, value $9,800,995.

    13F-HR 0001754960-26-000281 filed by Balance Wealth Partners 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 526,696 shares
    Change vs previous 13F +5,010 shares

    4.55% of the 13F portfolio, value $14,173,396.

    13F-HR 0001754960-26-000102 filed by Balance Wealth Partners LLC
    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 521,686 shares
    Change vs previous 13F -23,922 shares

    3.39% of the 13F portfolio, value $13,741,205.

    13F-HR 0001754960-25-000688 filed by Balance Wealth Partners LLC
    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 545,608 shares
    Change vs previous 13F +18,378 shares

    7.81% of the 13F portfolio, value $13,334,648.

    13F-HR 0001754960-25-000599 filed by Balance Wealth Partners LLC
    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 527,230 shares
    Change vs previous 13F not available

    7.56% of the 13F portfolio, value $11,641,247.

    13F-HR 0001754960-25-000245 filed by Balance Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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