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Disclosery

Solutions 4 Wealth, Ltd: SCHB position timeline

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

Solutions 4 Wealth, Ltd held 20,894 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,894 shares
    Change vs previous 13F +2,119 shares

    0.78% of the 13F portfolio, value $605,086.

    13F-HR 0002006405-26-000005 filed by Solutions 4 Wealth, Ltd
    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 18,775 shares
    Change vs previous 13F +158 shares

    0.71% of the 13F portfolio, value $471,246.

    13F-HR 0002006405-26-000003 filed by Solutions 4 Wealth, Ltd
    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 18,617 shares
    Change vs previous 13F +235 shares

    0.74% of the 13F portfolio, value $488,335.

    13F-HR 0002006405-26-000001 filed by Solutions 4 Wealth, Ltd
    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 18,382 shares
    Change vs previous 13F +27 shares

    0.73% of the 13F portfolio, value $472,613.

    13F-HR 0002006405-25-000006 filed by Solutions 4 Wealth, Ltd
    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 18,355 shares
    Change vs previous 13F -1,831 shares

    0.73% of the 13F portfolio, value $437,406.

    13F-HR 0002006405-25-000004 filed by Solutions 4 Wealth, Ltd
    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 20,186 shares
    Change vs previous 13F +17 shares

    0.77% of the 13F portfolio, value $434,612.

    13F-HR 0002006405-25-000002 filed by Solutions 4 Wealth, Ltd
    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 20,169 shares
    Change vs previous 13F +13,453 shares

    0.83% of the 13F portfolio, value $457,829.

    13F-HR 0002006405-25-000001 filed by Solutions 4 Wealth, Ltd
    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 6,716 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $446,774.

    13F-HR 0002006405-24-000005 filed by Solutions 4 Wealth, Ltd
    Filed (acceptance time not in the bulk data set), ingested

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