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 (SCHA). 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 | 75,030 | -2,418 | -3.1% | 0.48% | $2.1M | $28.48 |
| 2025 Q3 | REDUCED | 77,448 | -1,569 | -2.0% | 0.50% | $2.2M | $27.77 |
| 2025 Q2 | REDUCED | 79,017 | -956 | -1.2% | 0.51% | $2.0M | $25.11 |
| 2025 Q1 | REDUCED | 79,973 | -1,288 | -1.6% | 0.55% | $1.9M | $23.17 |
| 2024 Q4 | ADDED | 81,261 | +40,390 | +98.8% | 0.61% | $2.1M | $25.52 |
| 2024 Q3 | REDUCED | 40,871 | -301 | -0.7% | 0.61% | $2.1M | $25.26 |
| 2024 Q2 | REDUCED | 41,172 | -449 | -1.1% | 0.59% | $2.0M | $23.19 |
| 2024 Q1 | UNCHANGED | 41,621 | — | 0% | 0.58% | $1.9M | $23.98 |
| 2023 Q4 | INITIATED | 41,621 | — | — | 0.63% | $1.9M | — |
As of 2025 Q4 — sorted by position size