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CCG WEALTH MANAGEMENT, LLC: SCHX position timeline

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

CCG WEALTH MANAGEMENT, LLC held 89,226 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 89,226 shares
    Change vs previous 13F -714 shares

    0.61% of the 13F portfolio, value $2,625,914.

    13F-HR 0001951757-26-001141 filed by CCG 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 89,940 shares
    Change vs previous 13F -8,275 shares

    0.63% of the 13F portfolio, value $2,306,055.

    13F-HR 0001951757-26-000541 filed by CCG 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 98,215 shares
    Change vs previous 13F +2 shares

    1.13% of the 13F portfolio, value $2,642,959.

    13F-HR 0001951757-26-000259 filed by CCG 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 98,213 shares
    Change vs previous 13F -597 shares

    1.22% of the 13F portfolio, value $2,586,942.

    13F-HR 0001951757-25-001235 filed by CCG 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 98,810 shares
    Change vs previous 13F -434 shares

    1.27% of the 13F portfolio, value $2,414,922.

    13F-HR 0001951757-25-000959 filed by CCG 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 99,244 shares
    Change vs previous 13F -1,903 shares

    1.31% of the 13F portfolio, value $2,191,306.

    13F-HR 0001951757-25-000400 filed by CCG 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 101,147 shares
    Change vs previous 13F +67,432 shares

    1.31% of the 13F portfolio, value $2,344,578.

    13F-HR 0001951757-25-000121 filed by CCG 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 33,715 shares
    Change vs previous 13F not available

    1.28% of the 13F portfolio, value $2,287,575.

    13F-HR 0001951757-24-001028 filed by CCG WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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