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Wealthcare Advisory Partners LLC: SCHM position timeline

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

Wealthcare Advisory Partners LLC held 90,401 SCHM 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 90,401 shares
    Change vs previous 13F +4,137 shares

    0.06% of the 13F portfolio, value $3,333,093.

    13F-HR 0001951757-26-000979 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 76,252 shares
    • Wealthcare Capital Partners, LLC: 14,149 shares

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

  2. period ended2026-03-31
    13F 86,264 shares
    Change vs previous 13F -14,648 shares

    0.05% of the 13F portfolio, value $2,670,725.

    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 100,912 shares
    Change vs previous 13F -18,337 shares

    0.06% of the 13F portfolio, value $3,034,431.

    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 119,249 shares
    Change vs previous 13F -87 shares

    0.07% of the 13F portfolio, value $3,534,526.

    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 119,336 shares
    Change vs previous 13F +47,789 shares

    0.08% of the 13F portfolio, value $3,347,362.

    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 71,547 shares
    Change vs previous 13F -1,039 shares

    0.05% of the 13F portfolio, value $1,874,526.

    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 72,586 shares
    Change vs previous 13F +42,288 shares

    0.06% of the 13F portfolio, value $2,011,357.

    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 30,298 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,517,443.

    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).