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Aventus Investment Advisors, Inc.: SCHX position timeline

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

Aventus Investment Advisors, Inc. held 14,551 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 14,551 shares
    Change vs previous 13F -1,434 shares

    0.32% of the 13F portfolio, value $436,530.

    13F-HR 0002093055-26-000004 filed by Aventus Investment Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,985 shares
    Change vs previous 13F -289 shares

    0.34% of the 13F portfolio, value $470,439.

    13F-HR 0002093055-26-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 16,274 shares
    Change vs previous 13F -359 shares

    0.35% of the 13F portfolio, value $417,270.

    13F-HR 0002093055-26-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 16,633 shares
    Change vs previous 13F -54 shares

    0.36% of the 13F portfolio, value $447,594.

    13F-HR 0002093055-26-000001 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 16,687 shares
    Change vs previous 13F +23 shares

    0.37% of the 13F portfolio, value $439,536.

    13F-HR 0002093055-25-000002 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,664 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $407,268.

    13F-HR 0002093055-25-000003 filed by Aventus Investment Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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