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U S WEALTH GROUP, LLC.: SCHX position timeline

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

U S WEALTH GROUP, LLC. held 143,676 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 143,676 shares
    Change vs previous 13F -67,797 shares

    2.53% of the 13F portfolio, value $4,228,388.

    13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  2. period ended2026-03-31
    13F 211,473 shares
    Change vs previous 13F -10,477 shares

    3.67% of the 13F portfolio, value $5,422,155.

    13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
    Accepted , ingested

  3. period ended2025-12-31
    13F 221,950 shares
    Change vs previous 13F -4,297 shares

    3.94% of the 13F portfolio, value $5,972,670.

    13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, 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 226,247 shares
    Change vs previous 13F +1,980 shares

    3.89% of the 13F portfolio, value $5,959,366.

    13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, 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 224,267 shares
    Change vs previous 13F +2,528 shares

    4.27% of the 13F portfolio, value $5,481,082.

    13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, 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 221,739 shares
    Change vs previous 13F -4,273 shares

    3.88% of the 13F portfolio, value $4,896,006.

    13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, 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 226,012 shares
    Change vs previous 13F not available

    3.96% of the 13F portfolio, value $5,238,969.

    13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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