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Connectus Wealth, LLC: SCHX position timeline

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

Connectus Wealth, LLC held 75,548 SCHX shares at 2024-03-31 per its 13F-HR filed 2024-05-14.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 75,548 shares
    Change vs previous 13F -2,862 shares

    0.13% of the 13F portfolio, value $4,688,508.

    13F-HR 0001765380-24-000228 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 78,410 shares
    Change vs previous 13F -597 shares

    0.09% of the 13F portfolio, value $4,422,324.

    13F-HR 0001765380-24-000142 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 79,007 shares
    Change vs previous 13F +129 shares

    0.09% of the 13F portfolio, value $3,997,754.

    13F-HR 0001765380-23-000226 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 78,878 shares
    Change vs previous 13F -990 shares

    0.1% of the 13F portfolio, value $4,130,841.

    13F-HR 0001765380-23-000180 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 79,868 shares
    Change vs previous 13F -2,953 shares

    0.1% of the 13F portfolio, value $3,863,215.

    13F-HR 0001765380-23-000120 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 82,821 shares
    Change vs previous 13F -1,755 shares

    0.09% of the 13F portfolio, value $3,739,000.

    13F-HR 0001765380-23-000028 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 84,576 shares
    Change vs previous 13F +837 shares

    0.07% of the 13F portfolio, value $3,582,000.

    13F-HR 0001765380-22-000165 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 83,739 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,740,000.

    13F-HR 0001765380-22-000125 filed by Connectus Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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