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Disclosery

Geometric Wealth Advisors: SCHP position timeline

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

Geometric Wealth Advisors held 15,041 SCHP 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 15,041 shares
    Change vs previous 13F -1,770 shares

    0.04% of the 13F portfolio, value $398,594.

    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 16,811 shares
    Change vs previous 13F +2,587 shares

    0.06% of the 13F portfolio, value $447,329.

    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 14,224 shares
    Change vs previous 13F +5,231 shares

    0.05% of the 13F portfolio, value $376,782.

    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 8,993 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $242,355.

    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).