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Wealthcare Advisory Partners LLC: SCHX position timeline

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

Wealthcare Advisory Partners LLC held 389,237 SCHX 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 389,237 shares
    Change vs previous 13F +637 shares

    0.21% of the 13F portfolio, value $11,455,260.

    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: 360,461 shares
    • Wealthcare Capital Partners, LLC: 28,776 shares

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

  2. period ended2026-03-31
    13F 388,600 shares
    Change vs previous 13F -7,345 shares

    0.19% of the 13F portfolio, value $9,963,712.

    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 395,945 shares
    Change vs previous 13F -30,469 shares

    0.21% of the 13F portfolio, value $10,654,891.

    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: 395,945 shares
    • Wealthcare Capital Partners, LLC: 0 shares

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

  4. period ended2025-09-30
    13F 426,414 shares
    Change vs previous 13F -11,539 shares

    0.22% of the 13F portfolio, value $11,231,735.

    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: 418,315 shares
    • Wealthcare Capital Partners, LLC: 8,099 shares

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

  5. period ended2025-06-30
    13F 437,953 shares
    Change vs previous 13F +71,938 shares

    0.23% of the 13F portfolio, value $10,703,576.

    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: 424,364 shares
    • Wealthcare Capital Partners, LLC: 13,589 shares

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

  6. period ended2025-03-31
    13F 366,015 shares
    Change vs previous 13F -4,825 shares

    0.21% of the 13F portfolio, value $8,081,616.

    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: 349,481 shares
    • Wealthcare Capital Partners, LLC: 16,534 shares

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

  7. period ended2024-12-31
    13F 370,840 shares
    Change vs previous 13F +223,395 shares

    0.23% of the 13F portfolio, value $8,596,074.

    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: 354,102 shares
    • Wealthcare Capital Partners, LLC: 16,738 shares

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

  8. period ended2024-09-30
    13F 147,445 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $10,004,115.

    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).