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Disclosery

Modern Wealth Management, LLC: SCHX position timeline

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

Modern Wealth Management, LLC held 2,055,084 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 2,055,084 shares
    Change vs previous 13F -33,808 shares

    0.72% of the 13F portfolio, value $60,481,135.

    13F-HR 0002001900-26-000007 filed by Modern 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 2,088,892 shares
    Change vs previous 13F +88,534 shares

    0.93% of the 13F portfolio, value $53,976,960.

    13F-HR 0002001900-26-000006 filed by Modern 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 2,000,358 shares
    Change vs previous 13F +185,172 shares

    0.98% of the 13F portfolio, value $53,829,636.

    13F-HR 0002001900-26-000001 filed by Modern 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 1,815,186 shares
    Change vs previous 13F +1,759,832 shares

    0.95% of the 13F portfolio, value $47,811,987.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 55,354 shares
    Change vs previous 13F -1,526 shares

    0.03% of the 13F portfolio, value $1,352,858.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 56,880 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,255,916.

    13F-HR/A 0002001900-25-000019 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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