Skip to content
Disclosery

Wealthcare Advisory Partners LLC: SCHG position timeline

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

Wealthcare Advisory Partners LLC held 493,453 SCHG 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 493,453 shares
    Change vs previous 13F -4,430 shares

    0.32% of the 13F portfolio, value $16,698,461.

    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 497,883 shares
    Change vs previous 13F +6,083 shares

    0.28% of the 13F portfolio, value $14,503,331.

    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 491,800 shares
    Change vs previous 13F -689 shares

    0.32% of the 13F portfolio, value $16,042,523.

    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 492,489 shares
    Change vs previous 13F -185,445 shares

    0.33% of the 13F portfolio, value $15,715,310.

    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 677,934 shares
    Change vs previous 13F +76,051 shares

    0.45% of the 13F portfolio, value $19,802,444.

    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 601,883 shares
    Change vs previous 13F +25,266 shares

    0.4% of the 13F portfolio, value $15,071,156.

    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 576,617 shares
    Change vs previous 13F +419,249 shares

    0.45% of the 13F portfolio, value $16,070,307.

    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 157,368 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $16,394,612.

    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).