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AVANTAX ADVISORY SERVICES, INC.: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on SCHX, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 189,182 SCHX shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 189,182 shares
    Change vs previous 13F -14,177 shares

    0.03% of the 13F portfolio, value $4,623,601.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 203,359 shares
    Change vs previous 13F -20,661 shares

    0.03% of the 13F portfolio, value $4,490,161.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 224,020 shares
    Change vs previous 13F +149,336 shares

    0.03% of the 13F portfolio, value $5,192,775.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 74,684 shares
    Change vs previous 13F +2,265 shares

    0.03% of the 13F portfolio, value $5,067,335.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 72,419 shares
    Change vs previous 13F -280 shares

    0.03% of the 13F portfolio, value $4,652,920.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 72,699 shares
    Change vs previous 13F -1,280 shares

    0.04% of the 13F portfolio, value $4,511,728.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 73,979 shares
    Change vs previous 13F +14,116 shares

    0.04% of the 13F portfolio, value $4,172,433.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 59,863 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,029,043.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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