RMG Wealth Management LLC: SCHA position timeline

RMG Wealth Management LLC held 1,502,429 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 1,502,429 shares

   Change vs previous 13F +2,020 shares

   5.44% of the 13F portfolio, value $52,735,275.

   13F-HR 0001214659-26-010074 filed by RMG Wealth Management LLC
   Filed 2026-08-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,500,409 shares

   Change vs previous 13F -3,577,001 shares

   5.79% of the 13F portfolio, value $50,203,699.

   13F-HR 0001214659-26-006124 filed by RMG Wealth Management LLC
   Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,077,410 shares

   Change vs previous 13F +3,652,373 shares

   21.1% of the 13F portfolio, value $162,910,541.

   13F-HR 0001214659-26-000932 filed by RMG Wealth Management LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,425,037 shares

   Change vs previous 13F +46,716 shares

   5.62% of the 13F portfolio, value $39,915,298.

   13F-HR 0001214659-25-015612 filed by RMG Wealth Management LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,378,321 shares

   Change vs previous 13F not available

   5.54% of the 13F portfolio, value $36,039,935.

   13F-HR 0001214659-25-010807 filed by RMG Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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