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 (SCHB). 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 | 111,054 | -9,745 | -8.1% | 0.65% | $2.9M | $26.23 |
| 2025 Q3 | REDUCED | 120,799 | -16,992 | -12.3% | 0.72% | $3.1M | $25.63 |
| 2025 Q2 | REDUCED | 137,791 | -10,201 | -6.9% | 0.84% | $3.3M | $23.69 |
| 2025 Q1 | REDUCED | 147,992 | -335 | -0.2% | 0.93% | $3.2M | $21.34 |
| 2024 Q4 | ADDED | 148,327 | +97,065 | +189.4% | 0.97% | $3.4M | $22.43 |
| 2024 Q3 | REDUCED | 51,262 | -226 | -0.4% | 0.99% | $3.4M | $21.83 |
| 2024 Q2 | REDUCED | 51,488 | -437 | -0.8% | 0.98% | $3.2M | $20.57 |
| 2024 Q1 | REDUCED | 51,925 | -99 | -0.2% | 0.97% | $3.1M | $19.91 |
| 2023 Q4 | INITIATED | 52,024 | — | — | 0.99% | $3.0M | — |
As of 2025 Q4 — sorted by position size