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ARBOR TRUST WEALTH ADVISORS, LLC: SCHX position timeline

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

ARBOR TRUST WEALTH ADVISORS, LLC held 272,838 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 272,838 shares
    Change vs previous 13F -1,230 shares

    3.24% of the 13F portfolio, value $8,029,611.

    13F-HR 0001951757-26-001106 filed by ARBOR TRUST WEALTH ADVISORS, 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 274,068 shares
    Change vs previous 13F -830 shares

    3.09% of the 13F portfolio, value $7,027,110.

    13F-HR 0001951757-26-000758 filed by ARBOR TRUST WEALTH ADVISORS, 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 274,898 shares
    Change vs previous 13F -4,393 shares

    3.24% of the 13F portfolio, value $7,397,508.

    13F-HR 0001951757-26-000372 filed by ARBOR TRUST WEALTH ADVISORS, 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 279,291 shares
    Change vs previous 13F +12,218 shares

    3.31% of the 13F portfolio, value $7,356,526.

    13F-HR 0001951757-25-001360 filed by ARBOR TRUST WEALTH ADVISORS, 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 267,073 shares
    Change vs previous 13F -37,012 shares

    3.19% of the 13F portfolio, value $6,527,262.

    13F-HR 0001951757-25-001049 filed by ARBOR TRUST WEALTH ADVISORS, 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 304,085 shares
    Change vs previous 13F +18,138 shares

    3.15% of the 13F portfolio, value $6,714,202.

    13F-HR 0001951757-25-000464 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 285,947 shares
    Change vs previous 13F +189,972 shares

    3.11% of the 13F portfolio, value $6,628,248.

    13F-HR 0001951757-25-000048 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 95,975 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $6,186,127.

    13F-HR 0001951757-24-001096 filed by ARBOR TRUST WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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