Skip to content
Disclosery

Trajan Wealth LLC: SCHP position timeline

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

Trajan Wealth LLC held 417,385 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 417,385 shares
    Change vs previous 13F +23,037 shares

    0.42% of the 13F portfolio, value $11,060,713.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth 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 394,348 shares
    Change vs previous 13F +27,267 shares

    0.42% of the 13F portfolio, value $10,493,604.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth 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 367,081 shares
    Change vs previous 13F +52,150 shares

    0.41% of the 13F portfolio, value $9,723,979.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth 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 314,931 shares
    Change vs previous 13F +36,597 shares

    0.37% of the 13F portfolio, value $8,487,377.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth 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 278,334 shares
    Change vs previous 13F +12,400 shares

    0.36% of the 13F portfolio, value $7,425,942.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth 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 265,934 shares
    Change vs previous 13F +5,593 shares

    0.39% of the 13F portfolio, value $7,150,970.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth 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 260,341 shares
    Change vs previous 13F +131,111 shares

    0.37% of the 13F portfolio, value $6,724,597.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth 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 129,230 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $6,930,611.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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