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Disclosery

BSW Wealth Partners: SCHX position timeline

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

BSW Wealth Partners held 25,633 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,633 shares
    Change vs previous 13F +10,211 shares

    0.08% of the 13F portfolio, value $754,381.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 15,422 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $395,410.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 15,395 shares
    Change vs previous 13F -56 shares

    0.05% of the 13F portfolio, value $414,270.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 15,451 shares
    Change vs previous 13F +129 shares

    0.05% of the 13F portfolio, value $406,980.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 15,322 shares
    Change vs previous 13F -389 shares

    0.05% of the 13F portfolio, value $374,480.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 15,711 shares
    Change vs previous 13F -1,001 shares

    0.05% of the 13F portfolio, value $346,902.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 16,712 shares
    Change vs previous 13F +10,856 shares

    0.06% of the 13F portfolio, value $387,378.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 5,856 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $397,351.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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