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Disclosery

MONEYWISE, INC.: SCHA position timeline

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

MONEYWISE, INC. held 68,987 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,987 shares
    Change vs previous 13F -8,484 shares

    0.93% of the 13F portfolio, value $2,492,485.

    13F-HR 0001754960-26-000568 filed by MONEYWISE, INC.
    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 77,471 shares
    Change vs previous 13F -28,306 shares

    0.98% of the 13F portfolio, value $2,252,843.

    13F-HR 0001754960-26-000329 filed by MONEYWISE, INC.
    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 105,777 shares
    Change vs previous 13F -31,633 shares

    1.25% of the 13F portfolio, value $3,012,517.

    13F-HR 0001754960-26-000157 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 137,410 shares
    Change vs previous 13F +965 shares

    1.73% of the 13F portfolio, value $3,833,746.

    13F-HR 0001754960-25-000709 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 136,445 shares
    Change vs previous 13F -18,591 shares

    1.62% of the 13F portfolio, value $3,452,052.

    13F-HR 0001754960-25-000398 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 155,036 shares
    Change vs previous 13F -22,154 shares

    1.92% of the 13F portfolio, value $3,632,483.

    13F-HR 0001754960-25-000237 filed by MONEYWISE, INC.
    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 177,190 shares
    Change vs previous 13F +54,907 shares

    2.3% of the 13F portfolio, value $4,582,142.

    13F-HR 0001754960-25-000070 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 122,283 shares
    Change vs previous 13F not available

    3.1% of the 13F portfolio, value $6,297,590.

    13F-HR 0001754960-24-000522 filed by MONEYWISE, INC.
    Filed (acceptance time not in the bulk data set), ingested

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