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Thrive Wealth Management, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thrive Wealth Management, LLC on SCHX, newest first. How the timeline and the estimate are built.

Thrive Wealth Management, LLC held 206,410 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 206,410 shares
    Change vs previous 13F -1,232 shares

    0.78% of the 13F portfolio, value $6,074,654.

    13F-HR 0001847610-26-000005 filed by Thrive Wealth Management, LLC
    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 207,642 shares
    Change vs previous 13F +710 shares

    0.79% of the 13F portfolio, value $5,323,944.

    13F-HR 0001847610-26-000003 filed by Thrive Wealth Management, LLC
    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 206,932 shares
    Change vs previous 13F +67 shares

    0.82% of the 13F portfolio, value $5,568,551.

    13F-HR 0001847610-26-000001 filed by Thrive Wealth Management, LLC
    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 206,865 shares
    Change vs previous 13F +7,255 shares

    0.82% of the 13F portfolio, value $5,448,812.

    13F-HR 0001085146-25-005816 filed by Thrive Wealth Management, LLC
    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 199,610 shares
    Change vs previous 13F +1,108 shares

    0.79% of the 13F portfolio, value $4,878,470.

    13F-HR 0001085146-25-003624 filed by Thrive Wealth Management, LLC
    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 198,502 shares
    Change vs previous 13F +17,064 shares

    0.84% of the 13F portfolio, value $4,382,917.

    13F-HR 0001085146-25-002014 filed by Thrive Wealth Management, LLC
    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 181,438 shares
    Change vs previous 13F +122,095 shares

    0.76% of the 13F portfolio, value $4,205,726.

    13F-HR 0001085146-25-000262 filed by Thrive Wealth Management, LLC
    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 59,343 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $4,026,400.

    13F-HR 0001085146-24-004646 filed by Thrive Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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