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Disclosery

Sagace Wealth Management LLC: SCHP position timeline

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

Sagace Wealth Management LLC held 182,285 SCHP 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 182,285 shares
    Change vs previous 13F -2,549 shares

    3.05% of the 13F portfolio, value $4,830,553.

    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 184,834 shares
    Change vs previous 13F +2,719 shares

    3.33% of the 13F portfolio, value $4,918,433.

    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 182,115 shares
    Change vs previous 13F +1,724 shares

    3.28% of the 13F portfolio, value $4,824,226.

    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 180,391 shares
    Change vs previous 13F +149,470 shares

    3.31% of the 13F portfolio, value $4,861,537.

    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 30,921 shares
    Change vs previous 13F -571 shares

    0.62% of the 13F portfolio, value $824,972.

    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 31,492 shares
    Change vs previous 13F 0 shares

    0.64% of the 13F portfolio, value $846,820.

    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 31,492 shares
    Change vs previous 13F -54,888 shares

    0.61% of the 13F portfolio, value $813,438.

    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).

  8. period ended2024-09-30
    13F 86,380 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $2,293,389.

    13F-HR 0002027449-24-000002 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).