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TrueWealth Advisors, LLC: SCHP position timeline

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

TrueWealth Advisors, LLC held 46,627 SCHP shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 46,627 shares
    Change vs previous 13F -635 shares

    0.26% of the 13F portfolio, value $1,171,739.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 47,262 shares
    Change vs previous 13F +206 shares

    0.28% of the 13F portfolio, value $1,252,449.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 47,056 shares
    Change vs previous 13F -1,314 shares

    0.31% of the 13F portfolio, value $1,252,158.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 48,370 shares
    Change vs previous 13F -3,511 shares

    0.33% of the 13F portfolio, value $1,281,309.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 51,881 shares
    Change vs previous 13F +980 shares

    0.38% of the 13F portfolio, value $1,398,200.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 50,901 shares
    Change vs previous 13F -8,738 shares

    0.4% of the 13F portfolio, value $1,358,045.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 59,639 shares
    Change vs previous 13F -7,742 shares

    0.53% of the 13F portfolio, value $1,603,683.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 67,381 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $1,740,440.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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