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Wealthcare Advisory Partners LLC: SCHP position timeline

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

Wealthcare Advisory Partners LLC held 2,346,965 SCHP 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 2,346,965 shares
    Change vs previous 13F +682,950 shares

    1.13% of the 13F portfolio, value $62,194,578.

    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: 2,090,010 shares
    • Wealthcare Capital Partners, LLC: 256,955 shares

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

  2. period ended2026-03-31
    13F 1,664,015 shares
    Change vs previous 13F -10,484 shares

    0.83% of the 13F portfolio, value $44,279,432.

    13F-HR 0001951757-26-000595 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,414,020 shares
    • Wealthcare Capital Partners, LLC: 249,995 shares

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

  3. period ended2025-12-31
    13F 1,674,499 shares
    Change vs previous 13F +136,103 shares

    0.84% of the 13F portfolio, value $44,357,458.

    13F-HR 0001951757-26-000085 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,422,321 shares
    • Wealthcare Capital Partners, LLC: 252,178 shares

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

  4. period ended2025-09-30
    13F 1,538,396 shares
    Change vs previous 13F +164,260 shares

    0.83% of the 13F portfolio, value $41,459,773.

    13F-HR 0001951757-25-001337 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,289,930 shares
    • Wealthcare Capital Partners, LLC: 248,466 shares

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

  5. period ended2025-06-30
    13F 1,374,136 shares
    Change vs previous 13F +204,154 shares

    0.8% of the 13F portfolio, value $36,661,957.

    13F-HR 0001951757-25-000905 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,141,633 shares
    • Wealthcare Capital Partners, LLC: 232,503 shares

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

  6. period ended2025-03-31
    13F 1,169,982 shares
    Change vs previous 13F -114,060 shares

    0.8% of the 13F portfolio, value $31,460,811.

    13F-HR 0001951757-25-000364 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 934,575 shares
    • Wealthcare Capital Partners, LLC: 235,407 shares

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

  7. period ended2024-12-31
    13F 1,284,042 shares
    Change vs previous 13F +771,556 shares

    0.87% of the 13F portfolio, value $33,166,814.

    13F-HR 0001951757-25-000037 filed by Wealthcare Advisory Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wealthcare Advisory Partners LLC: 1,044,697 shares
    • Wealthcare Capital Partners, LLC: 239,345 shares

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

  8. period ended2024-09-30
    13F 512,486 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $27,484,611.

    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).