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Arkadios Wealth Advisors: SCHX position timeline

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

Arkadios Wealth Advisors held 75,018 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 75,018 shares
    Change vs previous 13F +8,839 shares

    0.03% of the 13F portfolio, value $2,207,785.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 66,179 shares
    Change vs previous 13F +26,589 shares

    0.03% of the 13F portfolio, value $1,696,817.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 39,590 shares
    Change vs previous 13F +6,447 shares

    0.02% of the 13F portfolio, value $1,065,373.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 33,143 shares
    Change vs previous 13F -68,770 shares

    0.02% of the 13F portfolio, value $872,977.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 101,913 shares
    Change vs previous 13F +76,959 shares

    0.07% of the 13F portfolio, value $2,490,755.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 24,954 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $550,981.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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