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Disclosery

Simplicity Wealth,LLC: SCHA position timeline

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

Simplicity Wealth,LLC held 154,322 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,322 shares
    Change vs previous 13F +138,250 shares

    0.19% of the 13F portfolio, value $5,575,665.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 16,072 shares
    Change vs previous 13F -13,303 shares

    0.03% of the 13F portfolio, value $467,374.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 29,375 shares
    Change vs previous 13F +1,559 shares

    0.05% of the 13F portfolio, value $836,600.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 27,816 shares
    Change vs previous 13F +9,586 shares

    0.04% of the 13F portfolio, value $776,066.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 18,230 shares
    Change vs previous 13F +8,954 shares

    0.02% of the 13F portfolio, value $461,228.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 9,276 shares
    Change vs previous 13F +171 shares

    0.02% of the 13F portfolio, value $217,343.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 9,105 shares
    Change vs previous 13F +4,304 shares

    0.05% of the 13F portfolio, value $235,447.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 4,801 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $247,266.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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