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McGlone Suttner Wealth Management, Inc.: SCHX position timeline

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

McGlone Suttner Wealth Management, Inc. held 2,110,480 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,110,480 shares
    Change vs previous 13F +9,167 shares

    7.35% of the 13F portfolio, value $63,314,395.

    13F-HR 0001964819-26-000005 filed by McGlone Suttner Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,101,313 shares
    Change vs previous 13F +3,718 shares

    7.25% of the 13F portfolio, value $61,841,652.

    13F-HR 0001964819-26-000003 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,097,595 shares
    Change vs previous 13F -22,329 shares

    7.12% of the 13F portfolio, value $53,782,335.

    13F-HR 0001964819-26-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,119,924 shares
    Change vs previous 13F +31,231 shares

    7.67% of the 13F portfolio, value $57,047,165.

    13F-HR 0001964819-26-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,088,693 shares
    Change vs previous 13F +18,664 shares

    7.7% of the 13F portfolio, value $55,016,164.

    13F-HR 0001964819-25-000007 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,070,029 shares
    Change vs previous 13F +52,012 shares

    7.64% of the 13F portfolio, value $50,591,517.

    13F-HR 0001964819-25-000005 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,018,017 shares
    Change vs previous 13F +14,209 shares

    7.31% of the 13F portfolio, value $44,557,816.

    13F-HR 0001964819-25-000002 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,003,808 shares
    Change vs previous 13F not available

    7.75% of the 13F portfolio, value $46,448,260.

    13F-HR 0001964819-25-000001 filed by McGlone Suttner Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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