Shakespeare Wealth Management, LLC: SCHX position timeline

Shakespeare Wealth Management, LLC held 11,833 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 11,833 shares

   Change vs previous 13F +1 shares

   0.09% of the 13F portfolio, value $348,241.

   13F-HR 0001104659-26-084986 filed by Shakespeare Wealth Management, LLC
   Filed 2026-07-20 (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 11,832 shares

   Change vs previous 13F +2 shares

   0.07% of the 13F portfolio, value $303,364.

   13F-HR 0001104659-26-052530 filed by Shakespeare Wealth Management, LLC
   Filed 2026-04-30 (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 11,830 shares

   Change vs previous 13F +1 shares

   0.07% of the 13F portfolio, value $318,354.

   13F-HR 0001104659-26-011375 filed by Shakespeare Wealth Management, LLC
   Filed 2026-02-06 (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 11,829 shares

   Change vs previous 13F -4,865 shares

   0.07% of the 13F portfolio, value $311,574.

   13F-HR 0001104659-25-106233 filed by Shakespeare Wealth Management, LLC
   Filed 2025-11-04 (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 16,694 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $407,993.

   13F-HR 0001104659-25-076737 filed by Shakespeare Wealth Management, LLC
   Filed 2025-08-12 (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).