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Disclosery

M Wealth Management, LLC: SCHP position timeline

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

M Wealth Management, LLC held 203,863 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 203,863 shares
    Change vs previous 13F +3,191 shares

    4.24% of the 13F portfolio, value $5,402,368.

    13F-HR 0001172661-26-002811 filed by M 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 200,672 shares
    Change vs previous 13F +5,077 shares

    4.5% of the 13F portfolio, value $5,339,888.

    13F-HR 0001172661-26-002210 filed by M 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 195,595 shares
    Change vs previous 13F +3,989 shares

    4.51% of the 13F portfolio, value $5,181,318.

    13F-HR 0001172661-26-000383 filed by M 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 191,606 shares
    Change vs previous 13F -1,205 shares

    4.54% of the 13F portfolio, value $5,163,783.

    13F-HR 0001172661-25-004346 filed by M 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 192,811 shares
    Change vs previous 13F +108 shares

    4.74% of the 13F portfolio, value $5,144,200.

    13F-HR 0001172661-25-003023 filed by M 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 192,703 shares
    Change vs previous 13F -4,900 shares

    4.83% of the 13F portfolio, value $5,181,780.

    13F-HR 0001172661-25-001922 filed by M 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 197,603 shares
    Change vs previous 13F not available

    4.66% of the 13F portfolio, value $5,104,082.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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