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Factor Wealth Management LTD: SCHC position timeline

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

Factor Wealth Management LTD held 13,353 SCHC shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,353 shares
    Change vs previous 13F -1,881 shares

    0.1% of the 13F portfolio, value $664,163.

    13F-HR 0001754960-26-000821 filed by Factor Wealth Management LTD
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,234 shares
    Change vs previous 13F -393 shares

    0.11% of the 13F portfolio, value $733,046.

    13F-HR 0001754960-26-000424 filed by Factor Wealth Management LTD
    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 15,627 shares
    Change vs previous 13F -1,213 shares

    0.14% of the 13F portfolio, value $730,391.

    13F-HR 0001754960-26-000282 filed by Factor Wealth Management LTD
    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 16,840 shares
    Change vs previous 13F +252 shares

    0.17% of the 13F portfolio, value $766,729.

    13F-HR 0001754960-26-000164 filed by Factor Wealth Management LTD
    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 16,588 shares
    Change vs previous 13F +785 shares

    0.19% of the 13F portfolio, value $754,902.

    13F-HR 0001754960-25-000681 filed by Factor Wealth Management LTD
    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 15,803 shares
    Change vs previous 13F +20 shares

    0.18% of the 13F portfolio, value $673,051.

    13F-HR 0001754960-25-000502 filed by Factor Wealth Management LTD
    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 15,783 shares
    Change vs previous 13F +93 shares

    0.17% of the 13F portfolio, value $566,295.

    13F-HR 0001754960-25-000250 filed by Factor Wealth Management LTD
    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 15,690 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $538,625.

    13F-HR 0001754960-25-000129 filed by Factor Wealth Management LTD
    Filed (acceptance time not in the bulk data set), ingested

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