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Disclosery

BetterWealth, LLC: SCHX position timeline

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

BetterWealth, LLC held 10,332 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 10,332 shares
    Change vs previous 13F -1,098 shares

    0.05% of the 13F portfolio, value $304,071.

    13F-HR 0002085853-26-000799 filed by BetterWealth, 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 11,430 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $293,065.

    13F-HR 0002085853-26-000492 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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