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Disclosery

Strategic Family Wealth Counselors, L.L.C.: SCHX 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 SCHX, newest first. How the timeline and the estimate are built.

Strategic Family Wealth Counselors, L.L.C. held 429,373 SCHX 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 429,373 shares
    Change vs previous 13F +1,319 shares

    2.94% of the 13F portfolio, value $12,636,460.

    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 428,054 shares
    Change vs previous 13F -8,624 shares

    2.88% of the 13F portfolio, value $10,975,299.

    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 436,678 shares
    Change vs previous 13F +1,135 shares

    2.62% of the 13F portfolio, value $11,694,241.

    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 435,543 shares
    Change vs previous 13F +306 shares

    2.95% of the 13F portfolio, value $11,472,193.

    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 435,237 shares
    Change vs previous 13F +1,268 shares

    3.03% of the 13F portfolio, value $10,637,182.

    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 433,969 shares
    Change vs previous 13F +155 shares

    3.12% of the 13F portfolio, value $9,582,025.

    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 433,814 shares
    Change vs previous 13F +287,633 shares

    3.27% of the 13F portfolio, value $10,055,810.

    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 146,181 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $9,918,352.

    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).