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CreativeOne Wealth, LLC: SCHP position timeline

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

CreativeOne Wealth, LLC held 9,742 SCHP 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 9,742 shares
    Change vs previous 13F -214,212 shares

    0.01% of the 13F portfolio, value $258,178.

    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 223,954 shares
    Change vs previous 13F +202,390 shares

    0.14% of the 13F portfolio, value $5,959,434.

    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 21,564 shares
    Change vs previous 13F -217,615 shares

    0.01% of the 13F portfolio, value $571,247.

    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 239,179 shares
    Change vs previous 13F -10,483 shares

    0.16% of the 13F portfolio, value $6,445,875.

    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 249,662 shares
    Change vs previous 13F -2,753 shares

    0.17% of the 13F portfolio, value $6,660,985.

    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 252,415 shares
    Change vs previous 13F +8,138 shares

    0.2% of the 13F portfolio, value $6,787,452.

    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 244,277 shares
    Change vs previous 13F +117,510 shares

    0.19% of the 13F portfolio, value $6,309,670.

    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 126,767 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $6,798,500.

    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).