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Disclosery

GeoWealth Management, LLC: SCHX position timeline

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

GeoWealth Management, LLC held 14,771 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,771 shares
    Change vs previous 13F +3,466 shares

    0.01% of the 13F portfolio, value $434,710.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 11,305 shares
    Change vs previous 13F +263 shares

    0.01% of the 13F portfolio, value $289,860.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 11,042 shares
    Change vs previous 13F -775 shares

    0.01% of the 13F portfolio, value $297,140.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 11,817 shares
    Change vs previous 13F +1,271 shares

    0.01% of the 13F portfolio, value $311,260.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 10,546 shares
    Change vs previous 13F -3,440 shares

    0.01% of the 13F portfolio, value $257,744.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 13,986 shares
    Change vs previous 13F +4,330 shares

    0.01% of the 13F portfolio, value $308,811.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 9,656 shares
    Change vs previous 13F +9,649 shares

    0.01% of the 13F portfolio, value $223,826.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 7 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $497.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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