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Disclosery

Councilor Wealth, LLC: SCHX position timeline

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

Councilor Wealth, LLC held 492,486 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 492,486 shares
    Change vs previous 13F -28,342 shares

    6.09% of the 13F portfolio, value $14,774,587.

    13F-HR 0001172661-26-004454 filed by Councilor Wealth, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 520,828 shares
    Change vs previous 13F -5,778 shares

    6.2% of the 13F portfolio, value $15,327,971.

    13F-HR 0001172661-26-002707 filed by Councilor 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 ended2026-03-31
    13F 526,606 shares
    Change vs previous 13F -20,110 shares

    6.55% of the 13F portfolio, value $13,502,197.

    13F-HR 0001172661-26-001795 filed by Councilor 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 ended2025-12-31
    13F 546,716 shares
    Change vs previous 13F -35,652 shares

    6.95% of the 13F portfolio, value $14,712,131.

    13F-HR 0001172661-26-000354 filed by Councilor 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 ended2025-09-30
    13F 582,368 shares
    Change vs previous 13F -35,453 shares

    7.11% of the 13F portfolio, value $15,339,569.

    13F-HR 0001172661-25-004615 filed by Councilor 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 ended2025-06-30
    13F 617,821 shares
    Change vs previous 13F -1,917 shares

    7.05% of the 13F portfolio, value $15,099,549.

    13F-HR 0001172661-25-002765 filed by Councilor 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 ended2025-03-31
    13F 619,738 shares
    Change vs previous 13F +865 shares

    6.83% of the 13F portfolio, value $13,683,819.

    13F-HR 0001172661-25-001499 filed by Councilor 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 ended2024-12-31
    13F 618,873 shares
    Change vs previous 13F not available

    6.82% of the 13F portfolio, value $14,345,478.

    13F-HR 0001172661-25-000598 filed by Councilor Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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