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 (SCHX). 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 | ADDED | 131,666 | +542 | +0.4% | 0.79% | $3.5M | $26.91 |
| 2025 Q3 | REDUCED | 131,124 | -266 | -0.2% | 0.80% | $3.5M | $26.26 |
| 2025 Q2 | ADDED | 131,390 | +15,257 | +13.1% | 0.82% | $3.2M | $24.30 |
| 2025 Q1 | REDUCED | 116,133 | -1,130 | -1.0% | 0.75% | $2.6M | $21.89 |
| 2024 Q4 | ADDED | 117,263 | +77,928 | +198.1% | 0.79% | $2.7M | $22.91 |
| 2024 Q3 | REDUCED | 39,335 | -241 | -0.6% | 0.78% | $2.7M | $22.28 |
| 2024 Q2 | REDUCED | 39,576 | -2 | -0.0% | 0.77% | $2.5M | $21.03 |
| 2024 Q1 | UNCHANGED | 39,578 | — | 0% | 0.71% | $2.3M | $20.25 |
| 2023 Q4 | INITIATED | 39,578 | — | — | 0.77% | $2.3M | — |
As of 2025 Q4 — sorted by position size