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Comprehensive Wealth Management, LLC: SCHR position timeline

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

Comprehensive Wealth Management, LLC held 52,454 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,454 shares
    Change vs previous 13F -2,091 shares

    0.59% of the 13F portfolio, value $1,293,516.

    13F-HR 0001535202-26-000003 filed by Comprehensive 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 54,545 shares
    Change vs previous 13F +5,537 shares

    0.69% of the 13F portfolio, value $1,358,716.

    13F-HR 0001535202-26-000002 filed by Comprehensive 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 49,008 shares
    Change vs previous 13F +8,352 shares

    0.73% of the 13F portfolio, value $1,229,121.

    13F-HR 0001535202-26-000001 filed by Comprehensive 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 40,656 shares
    Change vs previous 13F +14,621 shares

    0.72% of the 13F portfolio, value $1,021,685.

    13F-HR 0001535202-25-000007 filed by Comprehensive 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 26,035 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $651,656.

    13F-HR 0001535202-25-000003 filed by Comprehensive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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