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CreativeOne Wealth, LLC: SCHH position timeline

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

CreativeOne Wealth, LLC held 56,882 SCHH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,882 shares
    Change vs previous 13F +4,077 shares

    0.03% of the 13F portfolio, value $1,346,964.

    13F-HR 0001739728-26-000004 filed by CreativeOne Wealth, 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 52,805 shares
    Change vs previous 13F -2,422 shares

    0.03% of the 13F portfolio, value $1,134,761.

    13F-HR 0001739728-26-000003 filed by CreativeOne Wealth, 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 55,227 shares
    Change vs previous 13F +4,824 shares

    0.03% of the 13F portfolio, value $1,153,681.

    13F-HR 0001739728-26-000001 filed by CreativeOne Wealth, 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 50,403 shares
    Change vs previous 13F +5,491 shares

    0.03% of the 13F portfolio, value $1,087,179.

    13F-HR 0001739728-25-000007 filed by CreativeOne Wealth, 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 44,912 shares
    Change vs previous 13F +9,651 shares

    0.02% of the 13F portfolio, value $950,345.

    13F-HR 0001739728-25-000004 filed by CreativeOne Wealth, 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 35,261 shares
    Change vs previous 13F +16,576 shares

    0.02% of the 13F portfolio, value $758,457.

    13F-HR 0001739728-25-000003 filed by CreativeOne Wealth, 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 18,685 shares
    Change vs previous 13F +6,084 shares

    0.01% of the 13F portfolio, value $393,508.

    13F-HR 0001739728-25-000001 filed by CreativeOne Wealth, 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 12,601 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $291,964.

    13F-HR 0001739728-24-000007 filed by CreativeOne Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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