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Disclosery

Sagace Wealth Management LLC: SCHH position timeline

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

Sagace Wealth Management LLC held 119,715 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,715 shares
    Change vs previous 13F -3,478 shares

    1.79% of the 13F portfolio, value $2,834,851.

    13F-HR 0002027449-26-000003 filed by Sagace 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 123,193 shares
    Change vs previous 13F -1,093 shares

    1.79% of the 13F portfolio, value $2,647,418.

    13F-HR 0002027449-26-000002 filed by Sagace 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 124,286 shares
    Change vs previous 13F +742 shares

    1.77% of the 13F portfolio, value $2,596,335.

    13F-HR 0002027449-26-000001 filed by Sagace 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 123,544 shares
    Change vs previous 13F +8,126 shares

    1.82% of the 13F portfolio, value $2,664,844.

    13F-HR 0002027449-25-000007 filed by Sagace 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 115,418 shares
    Change vs previous 13F +4,666 shares

    1.83% of the 13F portfolio, value $2,442,245.

    13F-HR 0002027449-25-000004 filed by Sagace 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 110,752 shares
    Change vs previous 13F +463 shares

    1.8% of the 13F portfolio, value $2,382,276.

    13F-HR 0002027449-25-000002 filed by Sagace 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 110,289 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $2,322,686.

    13F-HR 0002027449-25-000001 filed by Sagace Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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