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Disclosery

David Wealth Management LLC: SCHX position timeline

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

David Wealth Management LLC held 57,775 SCHX shares at 2025-06-30 per its 13F-HR filed 2025-07-22.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 57,775 shares
    Change vs previous 13F +11,660 shares

    1.05% of the 13F portfolio, value $1,412,022.

    13F-HR 0001172661-25-002680 filed by David 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 ended2025-03-31
    13F 46,115 shares
    Change vs previous 13F +317 shares

    0.85% of the 13F portfolio, value $1,018,215.

    13F-HR 0001172661-25-001498 filed by David 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 ended2024-12-31
    13F 45,798 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,061,594.

    13F-HR 0001172661-25-000402 filed by David Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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