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Disclosery

MONEYWISE, INC.: SCHX position timeline

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

MONEYWISE, INC. held 712,622 SCHX 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 712,622 shares
    Change vs previous 13F +3,027 shares

    7.82% of the 13F portfolio, value $20,972,460.

    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 709,595 shares
    Change vs previous 13F -29,310 shares

    7.94% of the 13F portfolio, value $18,194,016.

    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 738,905 shares
    Change vs previous 13F -60,485 shares

    8.27% of the 13F portfolio, value $19,883,943.

    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 799,390 shares
    Change vs previous 13F -30,646 shares

    9.53% of the 13F portfolio, value $21,055,933.

    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 830,036 shares
    Change vs previous 13F -441,190 shares

    9.51% of the 13F portfolio, value $20,286,082.

    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 1,271,226 shares
    Change vs previous 13F -47,182 shares

    14.86% of the 13F portfolio, value $28,068,680.

    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 1,318,408 shares
    Change vs previous 13F +853,638 shares

    15.32% of the 13F portfolio, value $30,560,695.

    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 464,770 shares
    Change vs previous 13F not available

    15.51% of the 13F portfolio, value $31,534,626.

    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).