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CreativeOne Wealth, LLC: SCHR position timeline

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

CreativeOne Wealth, LLC held 42,628 SCHR 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 42,628 shares
    Change vs previous 13F -233,346 shares

    0.02% of the 13F portfolio, value $1,051,192.

    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 275,974 shares
    Change vs previous 13F +241,133 shares

    0.16% of the 13F portfolio, value $6,874,497.

    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 34,841 shares
    Change vs previous 13F -241,176 shares

    0.02% of the 13F portfolio, value $873,815.

    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 276,017 shares
    Change vs previous 13F +18,019 shares

    0.17% of the 13F portfolio, value $6,936,304.

    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 257,998 shares
    Change vs previous 13F -416 shares

    0.17% of the 13F portfolio, value $6,457,697.

    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 258,414 shares
    Change vs previous 13F +7,748 shares

    0.19% of the 13F portfolio, value $6,424,176.

    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 250,666 shares
    Change vs previous 13F +122,510 shares

    0.19% of the 13F portfolio, value $6,088,662.

    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 128,156 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $6,484,653.

    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).