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Advisory Alpha, LLC: SCHX position timeline

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

Advisory Alpha, LLC held 13,578 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,578 shares
    Change vs previous 13F -823 shares

    0.01% of the 13F portfolio, value $399,655.

    13F-HR 0001576762-26-000005 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 14,401 shares
    Change vs previous 13F -1,543 shares

    0.01% of the 13F portfolio, value $369,314.

    13F-HR 0001576762-26-000004 filed by Advisory Alpha, 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 15,944 shares
    Change vs previous 13F +3,766 shares

    0.01% of the 13F portfolio, value $429,146.

    13F-HR 0001576762-26-000001 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 12,178 shares
    Change vs previous 13F -1,945 shares

    0.01% of the 13F portfolio, value $322,754.

    13F-HR 0001576762-25-000004 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 14,123 shares
    Change vs previous 13F +3,886 shares

    0.01% of the 13F portfolio, value $345,184.

    13F-HR 0001085146-25-004426 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 10,237 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,033.

    13F-HR/A 0001085146-25-003385 filed by Advisory Alpha, LLC
    Filed (acceptance time not in the bulk data set), ingested

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