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Disclosery

Selective Wealth Management, Inc.: SCHO position timeline

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

Selective Wealth Management, Inc. held 0 SCHO shares at 2025-09-30 per its 13F-HR filed 2025-10-10.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -19,000 shares

    13F-HR 0001755670-25-000006 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 19,000 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $460,940.

    13F-HR 0001755670-25-000003 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 19,000 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $460,940.

    13F-HR 0001755670-25-000002 filed by Selective Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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