FSA Wealth Management LLC: SCHX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FSA Wealth Management LLC on SCHX, newest first. How the timeline and the estimate are built.
FSA Wealth Management LLC held 406 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-11-17.
the latest 13F is the newest step
- period ended2025-09-3013F 406 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $10,688.
13F-HR 0001999371-25-017982 filed by FSA Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 405 sharesChange vs previous 13F +2 shares
<0.01% of the 13F portfolio, value $9,889.
13F-HR 0001999371-25-011019 filed by FSA Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 403 sharesChange vs previous 13F +1 shares
<0.01% of the 13F portfolio, value $8,908.
13F-HR 0001999371-25-006263 filed by FSA Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 402 sharesChange vs previous 13F +269 shares
<0.01% of the 13F portfolio, value $9,323.
13F-HR 0001839882-25-009060 filed by FSA Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 133 sharesChange vs previous 13F -646 shares
<0.01% of the 13F portfolio, value $9,056.
13F-HR 0001839882-24-039312 filed by FSA Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 779 sharesChange vs previous 13F -72 shares
0.02% of the 13F portfolio, value $48,347.
13F-HR 0001999371-24-006211 filed by FSA Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 851 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $48,000.
13F-HR 0001999371-24-002270 filed by FSA Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).