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Disclosery

GenTrust, LLC: SCHP position timeline

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

GenTrust, LLC held 310,845 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 310,845 shares
    Change vs previous 13F +92,315 shares

    0.32% of the 13F portfolio, value $8,237,393.

    13F-HR 0001697110-26-000003 filed by GenTrust, 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 218,530 shares
    Change vs previous 13F +94,680 shares

    0.25% of the 13F portfolio, value $5,815,083.

    13F-HR 0001697110-26-000002 filed by GenTrust, 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 123,850 shares
    Change vs previous 13F +890 shares

    0.14% of the 13F portfolio, value $3,280,787.

    13F-HR 0001697110-26-000001 filed by GenTrust, 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 122,960 shares
    Change vs previous 13F -48,520 shares

    0.15% of the 13F portfolio, value $3,313,772.

    13F-HR 0001697110-25-000003 filed by GenTrust, 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 171,480 shares
    Change vs previous 13F -54,470 shares

    0.22% of the 13F portfolio, value $4,575,086.

    13F-HR 0001085146-25-004344 filed by GenTrust, 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 225,950 shares
    Change vs previous 13F -45,780 shares

    0.29% of the 13F portfolio, value $6,075,796.

    13F-HR 0001085146-25-002301 filed by GenTrust, 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 271,730 shares
    Change vs previous 13F +118,280 shares

    0.31% of the 13F portfolio, value $7,018,786.

    13F-HR 0001085146-25-000763 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 153,450 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $8,229,524.

    13F-HR 0001085146-24-005503 filed by GenTrust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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