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Disclosery

Wealthcare Advisory Partners LLC: SCHB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthcare Advisory Partners LLC on SCHB, newest first. How the timeline and the estimate are built.

Wealthcare Advisory Partners LLC held 159,615 SCHB shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 159,615 shares
    Change vs previous 13F -29,482 shares

    0.09% of the 13F portfolio, value $4,622,460.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners 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 189,097 shares
    Change vs previous 13F -3,093 shares

    0.09% of the 13F portfolio, value $4,746,326.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners 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 192,190 shares
    Change vs previous 13F +13,167 shares

    0.1% of the 13F portfolio, value $5,041,137.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners 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 179,023 shares
    Change vs previous 13F -537 shares

    0.1% of the 13F portfolio, value $4,602,682.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners 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 179,560 shares
    Change vs previous 13F -1,051 shares

    0.1% of the 13F portfolio, value $4,278,907.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners 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 180,611 shares
    Change vs previous 13F -7,754 shares

    0.1% of the 13F portfolio, value $3,888,546.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners 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 188,365 shares
    Change vs previous 13F +122,461 shares

    0.12% of the 13F portfolio, value $4,275,886.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners 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 65,904 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,383,931.

    13F-HR 0001951757-24-001166 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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