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CASTLE WEALTH MANAGEMENT LLC: SCHX position timeline

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

CASTLE WEALTH MANAGEMENT LLC held 254,678 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 254,678 shares
    Change vs previous 13F -8,775 shares

    2.22% of the 13F portfolio, value $7,495,186.

    13F-HR 0001936420-26-000005 filed by CASTLE 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 263,453 shares
    Change vs previous 13F -901 shares

    2.19% of the 13F portfolio, value $6,754,945.

    13F-HR 0001936420-26-000003 filed by CASTLE 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 264,354 shares
    Change vs previous 13F -41,879 shares

    2.36% of the 13F portfolio, value $7,113,759.

    13F-HR 0001936420-26-000001 filed by CASTLE 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 306,233 shares
    Change vs previous 13F -6,250 shares

    2.72% of the 13F portfolio, value $8,066,172.

    13F-HR 0001936420-25-000008 filed by CASTLE 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 312,483 shares
    Change vs previous 13F -18,394 shares

    2.77% of the 13F portfolio, value $7,637,074.

    13F-HR 0001936420-25-000005 filed by CASTLE 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 330,877 shares
    Change vs previous 13F -6,606 shares

    2.86% of the 13F portfolio, value $7,305,770.

    13F-HR 0001936420-25-000003 filed by CASTLE 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 337,483 shares
    Change vs previous 13F +209,723 shares

    3.08% of the 13F portfolio, value $7,822,864.

    13F-HR 0001936420-25-000001 filed by CASTLE 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 127,760 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $8,668,487.

    13F-HR 0001936420-24-000005 filed by CASTLE WEALTH MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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