Skip to content
Disclosery

Ashford Advisors, LLC: SCHX position timeline

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

Ashford Advisors, LLC held 1,297,442 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 1,297,442 shares
    Change vs previous 13F -29,807 shares

    7.88% of the 13F portfolio, value $38,183,718.

    13F-HR 0001861158-26-000004 filed by Ashford 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 1,327,249 shares
    Change vs previous 13F -28,078 shares

    7.93% of the 13F portfolio, value $34,030,664.

    13F-HR 0001861158-26-000003 filed by Ashford 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 1,355,327 shares
    Change vs previous 13F -9,300 shares

    7.99% of the 13F portfolio, value $36,471,850.

    13F-HR 0001861158-26-000002 filed by Ashford 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 1,364,627 shares
    Change vs previous 13F -56,542 shares

    7.95% of the 13F portfolio, value $35,944,275.

    13F-HR 0001861158-25-000006 filed by Ashford 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 1,421,169 shares
    Change vs previous 13F -57,394 shares

    8.05% of the 13F portfolio, value $34,733,370.

    13F-HR 0001861158-25-000002 filed by Ashford 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 1,478,563 shares
    Change vs previous 13F -230,485 shares

    8.16% of the 13F portfolio, value $32,646,671.

    13F-HR 0001861158-25-000001 filed by Ashford 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 1,709,048 shares
    Change vs previous 13F +1,137,592 shares

    9.16% of the 13F portfolio, value $39,615,733.

    13F-HR 0002042928-25-000002 filed by Ashford 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 571,456 shares
    Change vs previous 13F not available

    9.03% of the 13F portfolio, value $38,773,290.

    13F-HR 0001861158-24-000010 filed by Ashford Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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