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EQ WEALTH ADVISORS, LLC: SCHP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EQ WEALTH ADVISORS, LLC on SCHP, newest first. How the timeline and the estimate are built.

EQ WEALTH ADVISORS, LLC held 279,578 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 279,578 shares
    Change vs previous 13F -62,051 shares

    4.07% of the 13F portfolio, value $7,408,809.

    13F-HR 0001986152-26-000095 filed by EQ WEALTH ADVISORS, 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 341,629 shares
    Change vs previous 13F -83,651 shares

    5.31% of the 13F portfolio, value $9,090,743.

    13F-HR 0001986152-26-000052 filed by EQ WEALTH ADVISORS, 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 425,280 shares
    Change vs previous 13F -24,645 shares

    6.65% of the 13F portfolio, value $11,265,656.

    13F-HR 0001986152-26-000004 filed by EQ WEALTH ADVISORS, 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 449,925 shares
    Change vs previous 13F +19,734 shares

    7.97% of the 13F portfolio, value $12,125,485.

    13F-HR 0002047572-25-000002 filed by EQ WEALTH ADVISORS, 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 430,191 shares
    Change vs previous 13F +78,325 shares

    7.82% of the 13F portfolio, value $11,477,499.

    13F-HR 0001986152-25-000049 filed by EQ WEALTH ADVISORS, 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 351,866 shares
    Change vs previous 13F +45,947 shares

    7.54% of the 13F portfolio, value $9,461,685.

    13F-HR 0001986152-25-000029 filed by EQ WEALTH ADVISORS, 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 305,919 shares
    Change vs previous 13F not available

    7.6% of the 13F portfolio, value $7,901,898.

    13F-HR 0001986152-25-000006 filed by EQ WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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