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Disclosery

Strategic Family Wealth Counselors, L.L.C.: SCHA position timeline

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

Strategic Family Wealth Counselors, L.L.C. held 375,833 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,833 shares
    Change vs previous 13F +1,294 shares

    3.16% of the 13F portfolio, value $13,578,842.

    13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
    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 374,539 shares
    Change vs previous 13F -13,759 shares

    2.86% of the 13F portfolio, value $10,891,590.

    13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 388,298 shares
    Change vs previous 13F +13,689 shares

    2.63% of the 13F portfolio, value $11,726,600.

    13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
    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 374,609 shares
    Change vs previous 13F -391 shares

    2.69% of the 13F portfolio, value $10,451,591.

    13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
    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 375,000 shares
    Change vs previous 13F +5,746 shares

    2.7% of the 13F portfolio, value $9,487,496.

    13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
    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 369,254 shares
    Change vs previous 13F +1,384 shares

    2.81% of the 13F portfolio, value $8,651,611.

    13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
    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 367,870 shares
    Change vs previous 13F +188,626 shares

    3.1% of the 13F portfolio, value $9,513,108.

    13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
    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 179,244 shares
    Change vs previous 13F not available

    3.23% of the 13F portfolio, value $9,231,069.

    13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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