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Disclosery

Geometric Wealth Advisors: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geometric Wealth Advisors on SCHA, newest first. How the timeline and the estimate are built.

Geometric Wealth Advisors held 17,193 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,193 shares
    Change vs previous 13F -3,525 shares

    0.07% of the 13F portfolio, value $621,201.

    13F-HR 0001900576-26-000005 filed by Geometric Wealth Advisors
    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 20,718 shares
    Change vs previous 13F +3,871 shares

    0.08% of the 13F portfolio, value $602,472.

    13F-HR 0001900576-26-000003 filed by Geometric Wealth Advisors
    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 16,847 shares
    Change vs previous 13F +365 shares

    0.06% of the 13F portfolio, value $479,795.

    13F-HR 0001900576-26-000001 filed by Geometric Wealth Advisors
    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 16,482 shares
    Change vs previous 13F +1,434 shares

    0.06% of the 13F portfolio, value $459,854.

    13F-HR 0001900576-25-000008 filed by Geometric Wealth Advisors
    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 15,048 shares
    Change vs previous 13F -1,891 shares

    0.06% of the 13F portfolio, value $380,726.

    13F-HR 0001900576-25-000007 filed by Geometric Wealth Advisors
    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 16,939 shares
    Change vs previous 13F +6 shares

    0.07% of the 13F portfolio, value $396,880.

    13F-HR 0001900576-25-000005 filed by Geometric Wealth Advisors
    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 16,933 shares
    Change vs previous 13F +9,662 shares

    0.08% of the 13F portfolio, value $437,892.

    13F-HR 0001900576-25-000002 filed by Geometric Wealth Advisors
    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 7,271 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $374,450.

    13F-HR 0001900576-24-000006 filed by Geometric Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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