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Disclosery

Boyd Wealth Management, LLC: SCHX position timeline

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

Boyd Wealth Management, LLC held 22,343 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,343 shares
    Change vs previous 13F -7 shares

    0.25% of the 13F portfolio, value $657,554.

    13F-HR 0001846114-26-000010 filed by Boyd Wealth Management, 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 22,350 shares
    Change vs previous 13F +2 shares

    0.24% of the 13F portfolio, value $573,054.

    13F-HR 0001846114-26-000009 filed by Boyd Wealth Management, 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 22,348 shares
    Change vs previous 13F -2 shares

    0.25% of the 13F portfolio, value $601,385.

    13F-HR 0001846114-26-000001 filed by Boyd Wealth Management, 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 22,350 shares
    Change vs previous 13F +32 shares

    0.25% of the 13F portfolio, value $588,699.

    13F-HR 0001846114-25-000002 filed by Boyd Wealth Management, 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 22,318 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $545,452.

    13F-HR 0001667731-25-000805 filed by Boyd Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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