Strategic Family Wealth Counselors, L.L.C.: SCHC 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 SCHC, newest first. How the timeline and the estimate are built.
Strategic Family Wealth Counselors, L.L.C. held 31,544 SCHC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 31,544 sharesChange vs previous 13F -222 shares
0.35% of the 13F portfolio, value $1,517,896.
13F-HR 0001729755-26-000003 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 31,766 sharesChange vs previous 13F +264 shares
0.39% of the 13F portfolio, value $1,484,742.
13F-HR 0001729755-26-000002 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 31,502 sharesChange vs previous 13F +2,340 shares
0.33% of the 13F portfolio, value $1,489,098.
13F-HR 0001729755-26-000001 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 29,162 sharesChange vs previous 13F +85 shares
0.34% of the 13F portfolio, value $1,327,162.
13F-HR 0001729755-25-000002 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,077 sharesChange vs previous 13F +20 shares
0.35% of the 13F portfolio, value $1,238,388.
13F-HR 0001221073-25-000080 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 29,057 sharesChange vs previous 13F +1,432 shares
0.34% of the 13F portfolio, value $1,042,564.
13F-HR 0001221073-25-000050 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 27,625 sharesChange vs previous 13F +10,966 shares
0.31% of the 13F portfolio, value $948,366.
13F-HR 0001221073-25-000018 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 16,659 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $641,870.
13F-HR 0001221073-24-000094 filed by Strategic Family Wealth Counselors, L.L.C.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).