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Provident Wealth Management, LLC: SCHX position timeline

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

Provident Wealth Management, LLC held 1,065,680 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,065,680 shares
    Change vs previous 13F -13,318 shares

    8.07% of the 13F portfolio, value $31,362,954.

    13F-HR 0001398344-26-013424 filed by Provident 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 1,078,998 shares
    Change vs previous 13F -1,581 shares

    8.37% of the 13F portfolio, value $27,665,499.

    13F-HR 0001398344-26-006673 filed by Provident 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 1,080,579 shares
    Change vs previous 13F +10,572 shares

    8.61% of the 13F portfolio, value $29,078,408.

    13F-HR 0001398344-26-001490 filed by Provident 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 1,070,007 shares
    Change vs previous 13F -1,100 shares

    8.52% of the 13F portfolio, value $28,183,973.

    13F-HR 0001398344-25-019221 filed by Provident 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 1,071,107 shares
    Change vs previous 13F -10,850 shares

    8.56% of the 13F portfolio, value $26,177,856.

    13F-HR 0001398344-25-013303 filed by Provident 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 1,081,957 shares
    Change vs previous 13F +18,101 shares

    8.23% of the 13F portfolio, value $23,889,619.

    13F-HR 0001398344-25-007377 filed by Provident 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 1,063,856 shares
    Change vs previous 13F +730,164 shares

    8.23% of the 13F portfolio, value $24,660,174.

    13F-HR 0001398344-25-001941 filed by Provident Wealth Management, LLC
    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 333,692 shares
    Change vs previous 13F not available

    7.72% of the 13F portfolio, value $22,641,002.

    13F-HR 0001398344-24-018917 filed by Provident Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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