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STRATEGIC WEALTH MANAGEMENT INC: SCHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STRATEGIC WEALTH MANAGEMENT INC on SCHO, newest first. How the timeline and the estimate are built.

STRATEGIC WEALTH MANAGEMENT INC held 457,418 SCHO shares at 2021-12-31 per its 13F-HR filed 2022-02-07.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 457,418 shares
    Change vs previous 13F 0 shares

    11.5% of the 13F portfolio, value $23,260,000.

    13F-HR 0000849854-22-000001 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2021-09-30
    13F 457,418 shares
    Change vs previous 13F +228,018 shares

    12.17% of the 13F portfolio, value $23,415,000.

    13F-HR 0000849854-21-000007 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2021-06-30
    13F 229,400 shares
    Change vs previous 13F 0 shares

    6.34% of the 13F portfolio, value $11,750,000.

    13F-HR 0000849854-21-000006 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-03-31
    13F 229,400 shares
    Change vs previous 13F -50,000 shares

    7.06% of the 13F portfolio, value $11,771,000.

    13F-HR 0000849854-21-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2020-12-31
    13F 279,400 shares
    Change vs previous 13F 0 shares

    8.82% of the 13F portfolio, value $14,358,000.

    13F-HR 0000849854-21-000003 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2020-09-30
    13F 279,400 shares
    Change vs previous 13F -103,910 shares

    10.75% of the 13F portfolio, value $14,389,000.

    13F-HR 0000849854-20-000005 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2020-06-30
    13F 383,310 shares
    Change vs previous 13F not available

    18.32% of the 13F portfolio, value $19,790,000.

    13F-HR 0000849854-20-000004 filed by STRATEGIC WEALTH MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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