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Wilkins Miller Wealth Management, LLC: SCHX position timeline

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

Wilkins Miller Wealth Management, LLC held 588,293 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 588,293 shares
    Change vs previous 13F -4,133 shares

    9.97% of the 13F portfolio, value $17,648,783.

    13F-HR 0002057318-26-000006 filed by Wilkins Miller Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 592,426 shares
    Change vs previous 13F -1,920 shares

    9.59% of the 13F portfolio, value $17,435,100.

    13F-HR 0002057318-26-000004 filed by Wilkins Miller Wealth 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 ended2026-03-31
    13F 594,346 shares
    Change vs previous 13F -11,988 shares

    9.22% of the 13F portfolio, value $15,239,020.

    13F-HR 0002057318-26-000002 filed by Wilkins Miller Wealth 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 ended2025-12-31
    13F 606,334 shares
    Change vs previous 13F -3,927 shares

    9.72% of the 13F portfolio, value $16,316,495.

    13F-HR 0001172661-26-000242 filed by Wilkins Miller Wealth 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 ended2025-09-30
    13F 610,261 shares
    Change vs previous 13F +3,614 shares

    10.01% of the 13F portfolio, value $16,153,927.

    13F-HR 0001172661-25-004682 filed by Wilkins Miller Wealth 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 ended2025-06-30
    13F 606,647 shares
    Change vs previous 13F +37,647 shares

    10.09% of the 13F portfolio, value $14,826,477.

    13F-HR 0001172661-25-003347 filed by Wilkins Miller Wealth 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 ended2025-03-31
    13F 569,000 shares
    Change vs previous 13F +4,921 shares

    9.44% of the 13F portfolio, value $12,563,544.

    13F-HR 0001172661-25-001748 filed by Wilkins Miller Wealth 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 ended2024-12-31
    13F 564,079 shares
    Change vs previous 13F not available

    13.68% of the 13F portfolio, value $13,075,376.

    13F-HR 0001172661-25-001337 filed by Wilkins Miller Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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