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Ironwood Wealth Management, LLC.: SCHA position timeline

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

Ironwood Wealth Management, LLC. held 72,702 SCHA 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 72,702 shares
    Change vs previous 13F -19,285 shares

    0.58% of the 13F portfolio, value $2,626,727.

    13F-HR 0001104659-26-088417 filed by Ironwood 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 91,987 shares
    Change vs previous 13F -92 shares

    0.77% of the 13F portfolio, value $2,674,979.

    13F-HR 0001104659-26-047829 filed by Ironwood 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 92,079 shares
    Change vs previous 13F -410 shares

    0.77% of the 13F portfolio, value $2,622,417.

    13F-HR 0001104659-26-009141 filed by Ironwood 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 92,489 shares
    Change vs previous 13F -1,135 shares

    0.86% of the 13F portfolio, value $2,580,430.

    13F-HR 0001104659-25-102445 filed by Ironwood 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 93,624 shares
    Change vs previous 13F +39,406 shares

    0.86% of the 13F portfolio, value $2,368,690.

    13F-HR 0001104659-25-074685 filed by Ironwood 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 54,218 shares
    Change vs previous 13F -478 shares

    0.39% of the 13F portfolio, value $1,270,333.

    13F-HR 0001104659-25-039345 filed by Ironwood 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 54,696 shares
    Change vs previous 13F +26,507 shares

    0.44% of the 13F portfolio, value $1,414,444.

    13F-HR 0001104659-25-009009 filed by Ironwood 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 28,189 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,451,714.

    13F-HR 0001104659-24-106964 filed by Ironwood Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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