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Wiser Advisor Group LLC: SCHX position timeline

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

Wiser Advisor Group LLC held 76,743 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 76,743 shares
    Change vs previous 13F +99 shares

    2.47% of the 13F portfolio, value $2,258,549.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor Group 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 76,644 shares
    Change vs previous 13F -791 shares

    2.38% of the 13F portfolio, value $1,965,152.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor Group 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 77,435 shares
    Change vs previous 13F +2,292 shares

    2.38% of the 13F portfolio, value $2,083,768.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor 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 75,143 shares
    Change vs previous 13F +3,540 shares

    2.46% of the 13F portfolio, value $1,979,264.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor 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 71,603 shares
    Change vs previous 13F +7,809 shares

    3.04% of the 13F portfolio, value $1,749,973.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor 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 63,794 shares
    Change vs previous 13F -5,079 shares

    2.08% of the 13F portfolio, value $1,408,563.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor 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 68,873 shares
    Change vs previous 13F +46,362 shares

    2.32% of the 13F portfolio, value $1,596,478.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor Group 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 22,511 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $1,527,380.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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