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WEALTHCARE CAPITAL MANAGEMENT LLC: SCHP position timeline

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

WEALTHCARE CAPITAL MANAGEMENT LLC held 432,020 SCHP shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 432,020 shares
    Change vs previous 13F +1,866 shares

    1.09% of the 13F portfolio, value $11,448,520.

    13F-HR 0001951757-26-000978 filed by WEALTHCARE CAPITAL 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 430,154 shares
    Change vs previous 13F +34,551 shares

    1.14% of the 13F portfolio, value $11,446,404.

    13F-HR 0001951757-26-000598 filed by WEALTHCARE CAPITAL 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 395,603 shares
    Change vs previous 13F +14,195 shares

    1.04% of the 13F portfolio, value $10,479,529.

    13F-HR 0001951757-26-000231 filed by WEALTHCARE CAPITAL 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 381,408 shares
    Change vs previous 13F +20,749 shares

    1.04% of the 13F portfolio, value $10,278,954.

    13F-HR 0001951757-25-001336 filed by WEALTHCARE CAPITAL 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 360,659 shares
    Change vs previous 13F +9,439 shares

    1.02% of the 13F portfolio, value $9,622,385.

    13F-HR 0001951757-25-000906 filed by WEALTHCARE CAPITAL 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 351,220 shares
    Change vs previous 13F -8,165 shares

    0.96% of the 13F portfolio, value $9,444,305.

    13F-HR 0001951757-25-000365 filed by WEALTHCARE CAPITAL 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 359,385 shares
    Change vs previous 13F +186,976 shares

    0.94% of the 13F portfolio, value $9,282,915.

    13F-HR 0001951757-25-000038 filed by WEALTHCARE CAPITAL 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 172,409 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $9,246,298.

    13F-HR 0001951757-24-001167 filed by WEALTHCARE CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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