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Ironwood Wealth Management, LLC.: SCHX position timeline

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

Ironwood Wealth Management, LLC. held 150,979 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 150,979 shares
    Change vs previous 13F -12,535 shares

    0.98% of the 13F portfolio, value $4,443,315.

    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 163,514 shares
    Change vs previous 13F -5,932 shares

    1.2% of the 13F portfolio, value $4,192,502.

    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 169,446 shares
    Change vs previous 13F -2,986 shares

    1.34% of the 13F portfolio, value $4,559,794.

    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 172,432 shares
    Change vs previous 13F -18,865 shares

    1.52% of the 13F portfolio, value $4,541,861.

    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 191,297 shares
    Change vs previous 13F -69,735 shares

    1.71% of the 13F portfolio, value $4,675,301.

    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 261,032 shares
    Change vs previous 13F -33,575 shares

    1.77% of the 13F portfolio, value $5,763,583.

    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 294,607 shares
    Change vs previous 13F +184,629 shares

    2.12% of the 13F portfolio, value $6,828,986.

    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 109,978 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $7,462,005.

    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).