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Bluespring Wealth Management, LLC: SCHX position timeline

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

Bluespring Wealth Management, LLC held 812,249 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 812,249 shares
    Change vs previous 13F +255,945 shares

    0.46% of the 13F portfolio, value $23,904,501.

    13F-HR 0001557485-26-000004 filed by Bluespring 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 556,304 shares
    Change vs previous 13F -223,626 shares

    1.23% of the 13F portfolio, value $14,263,633.

    13F-HR 0001085146-26-000355 filed by Bluespring 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 779,930 shares
    Change vs previous 13F +11,266 shares

    1.81% of the 13F portfolio, value $20,987,912.

    13F-HR 0001085146-26-000135 filed by Bluespring Wealth Management, 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 768,664 shares
    Change vs previous 13F -21,185 shares

    1.76% of the 13F portfolio, value $20,246,622.

    13F-HR 0001085146-25-005984 filed by Bluespring Wealth Management, 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 789,849 shares
    Change vs previous 13F +18,431 shares

    1.84% of the 13F portfolio, value $19,303,913.

    13F-HR 0001085146-25-004561 filed by Bluespring Wealth Management, 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 771,418 shares
    Change vs previous 13F -83,037 shares

    1.74% of the 13F portfolio, value $17,032,911.

    13F-HR 0001085146-25-002598 filed by Bluespring Wealth Management, LLC
    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 854,455 shares
    Change vs previous 13F +536,972 shares

    2.03% of the 13F portfolio, value $19,806,259.

    13F-HR 0001085146-25-000683 filed by Bluespring Wealth Management, LLC
    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 317,483 shares
    Change vs previous 13F not available

    2.16% of the 13F portfolio, value $21,541,218.

    13F-HR 0001085146-24-005299 filed by Bluespring Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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