Ownership history in Wealth Group Ltd · 9 quarters on record
This page tracks every 13F SEC filing in which Wealth Group Ltd reported a position in Schwab (SCHM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 102,850 | -2,884 | -2.7% | 0.69% | $3.1M | $30.07 |
| 2025 Q3 | REDUCED | 105,734 | -1,442 | -1.3% | 0.73% | $3.1M | $29.51 |
| 2025 Q2 | REDUCED | 107,176 | -1,331 | -1.2% | 0.77% | $3.0M | $27.81 |
| 2025 Q1 | REDUCED | 108,507 | -118 | -0.1% | 0.83% | $2.8M | $25.88 |
| 2024 Q4 | ADDED | 108,625 | +72,326 | +199.3% | 0.87% | $3.0M | $27.29 |
| 2024 Q3 | REDUCED | 36,299 | -372 | -1.0% | 0.88% | $3.0M | $27.17 |
| 2024 Q2 | REDUCED | 36,671 | -166 | -0.5% | 0.86% | $2.9M | $25.35 |
| 2024 Q1 | REDUCED | 36,837 | -236 | -0.6% | 0.90% | $2.9M | $26.44 |
| 2023 Q4 | INITIATED | 37,073 | — | — | 0.91% | $2.8M | — |
As of 2025 Q4 — sorted by position size