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Disclosery

WealthCare Investment Partners, LLC: SCHG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthCare Investment Partners, LLC on SCHG, newest first. How the timeline and the estimate are built.

WealthCare Investment Partners, LLC held 20,398 SCHG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,398 shares
    Change vs previous 13F -237 shares

    0.17% of the 13F portfolio, value $690,276.

    13F-HR 0001951757-26-001206 filed by WealthCare Investment Partners, 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 20,635 shares
    Change vs previous 13F -1,185 shares

    0.17% of the 13F portfolio, value $609,548.

    13F-HR 0001951757-26-000555 filed by WealthCare Investment Partners, 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 21,820 shares
    Change vs previous 13F +272 shares

    0.21% of the 13F portfolio, value $709,150.

    13F-HR 0001951757-26-000013 filed by WealthCare Investment Partners, 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 21,548 shares
    Change vs previous 13F +2,545 shares

    0.22% of the 13F portfolio, value $691,463.

    13F-HR 0001951757-25-001340 filed by WealthCare Investment Partners, 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 19,003 shares
    Change vs previous 13F +36 shares

    0.2% of the 13F portfolio, value $559,076.

    13F-HR 0001951757-25-000595 filed by WealthCare Investment Partners, 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 18,967 shares
    Change vs previous 13F +630 shares

    0.19% of the 13F portfolio, value $436,620.

    13F-HR 0001951757-25-000409 filed by WealthCare Investment Partners, 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 18,337 shares
    Change vs previous 13F +13,722 shares

    0.22% of the 13F portfolio, value $510,506.

    13F-HR 0001951757-25-000172 filed by WealthCare Investment Partners, 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 4,615 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $475,028.

    13F-HR 0001951757-24-001000 filed by WealthCare Investment Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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