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HRC WEALTH MANAGEMENT, LLC: SCHX position timeline

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

HRC WEALTH MANAGEMENT, LLC held 1,243,601 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,243,601 shares
    Change vs previous 13F -13,139 shares

    14.97% of the 13F portfolio, value $36,599,182.

    13F-HR 0001172661-26-002576 filed by HRC WEALTH 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 1,256,740 shares
    Change vs previous 13F +4,559 shares

    15.22% of the 13F portfolio, value $32,222,801.

    13F-HR 0001172661-26-001695 filed by HRC WEALTH 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 1,252,181 shares
    Change vs previous 13F -5,257 shares

    16.14% of the 13F portfolio, value $33,696,183.

    13F-HR 0001172661-26-000243 filed by HRC WEALTH 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 1,257,438 shares
    Change vs previous 13F +9,347 shares

    16.15% of the 13F portfolio, value $33,120,921.

    13F-HR 0001172661-25-004294 filed by HRC WEALTH 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 1,248,091 shares
    Change vs previous 13F +84,905 shares

    16.26% of the 13F portfolio, value $30,503,337.

    13F-HR 0001172661-25-002668 filed by HRC WEALTH 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 1,163,186 shares
    Change vs previous 13F +2,615 shares

    15.94% of the 13F portfolio, value $25,683,139.

    13F-HR 0001172661-25-001722 filed by HRC WEALTH 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 1,160,571 shares
    Change vs previous 13F +772,991 shares

    15.97% of the 13F portfolio, value $26,902,028.

    13F-HR 0001172661-25-000686 filed by HRC WEALTH 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 387,580 shares
    Change vs previous 13F not available

    16.99% of the 13F portfolio, value $26,297,302.

    13F-HR 0001172661-24-004563 filed by HRC WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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