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IHT Wealth Management, LLC: SCHX position timeline

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

IHT Wealth Management, LLC held 457,932 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 457,932 shares
    Change vs previous 13F +12,022 shares

    0.29% of the 13F portfolio, value $13,476,936.

    13F-HR 0001104659-26-096531 filed by IHT 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 445,910 shares
    Change vs previous 13F -11,198 shares

    0.27% of the 13F portfolio, value $11,433,132.

    13F-HR 0001104659-26-061899 filed by IHT 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 457,108 shares
    Change vs previous 13F -18,237 shares

    0.3% of the 13F portfolio, value $12,300,778.

    13F-HR 0001104659-26-016011 filed by IHT 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 475,345 shares
    Change vs previous 13F +40,553 shares

    0.32% of the 13F portfolio, value $12,520,596.

    13F-HR 0001104659-25-112424 filed by IHT 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 434,792 shares
    Change vs previous 13F +383,509 shares

    0.29% of the 13F portfolio, value $10,626,330.

    13F-HR 0001104659-25-078291 filed by IHT 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 51,283 shares
    Change vs previous 13F -11,107 shares

    0.04% of the 13F portfolio, value $1,132,334.

    13F-HR 0001104659-25-049059 filed by IHT 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 62,390 shares
    Change vs previous 13F +32,909 shares

    0.05% of the 13F portfolio, value $1,446,191.

    13F-HR 0001104659-25-013520 filed by IHT 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 29,481 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,977,624.

    13F-HR 0001104659-24-118427 filed by IHT Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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