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Consilium Wealth Advisory, LLC: SCHX position timeline

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

Consilium Wealth Advisory, LLC held 353,163 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 353,163 shares
    Change vs previous 13F +17,955 shares

    3.08% of the 13F portfolio, value $10,393,596.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 335,208 shares
    Change vs previous 13F -18,908 shares

    2.93% of the 13F portfolio, value $8,594,724.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 354,116 shares
    Change vs previous 13F -2,980 shares

    3.52% of the 13F portfolio, value $9,529,274.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 357,096 shares
    Change vs previous 13F -2,882 shares

    3.63% of the 13F portfolio, value $9,405,911.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 359,978 shares
    Change vs previous 13F +14,322 shares

    3.71% of the 13F portfolio, value $8,797,869.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 345,656 shares
    Change vs previous 13F -2,564 shares

    3.83% of the 13F portfolio, value $7,632,074.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, 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 348,220 shares
    Change vs previous 13F +231,286 shares

    3.85% of the 13F portfolio, value $8,071,747.

    13F-HR 0001667731-25-000207 filed by Consilium Wealth Advisory, 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 116,934 shares
    Change vs previous 13F not available

    4.33% of the 13F portfolio, value $7,933,941.

    13F-HR 0001904906-24-000004 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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