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Broadview Financial Management, LLC: SCHX position timeline

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

Broadview Financial Management, LLC held 123,319 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,319 shares
    Change vs previous 13F -1,030 shares

    2.22% of the 13F portfolio, value $3,629,286.

    13F-HR 0001697024-26-000003 filed by Broadview Financial 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 124,349 shares
    Change vs previous 13F -1,341 shares

    2.18% of the 13F portfolio, value $3,188,301.

    13F-HR 0001697024-26-000002 filed by Broadview Financial 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 125,690 shares
    Change vs previous 13F -1,190 shares

    2.26% of the 13F portfolio, value $3,382,308.

    13F-HR 0001697024-26-000001 filed by Broadview Financial 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 126,880 shares
    Change vs previous 13F -3,500 shares

    2.25% of the 13F portfolio, value $3,342,031.

    13F-HR 0001697024-25-000006 filed by Broadview Financial 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 130,380 shares
    Change vs previous 13F -1,719 shares

    2.16% of the 13F portfolio, value $3,186,495.

    13F-HR 0001697024-25-000004 filed by Broadview Financial Management, 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 132,099 shares
    Change vs previous 13F -596 shares

    2.18% of the 13F portfolio, value $2,916,738.

    13F-HR 0001697024-25-000002 filed by Broadview Financial Management, 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 132,695 shares
    Change vs previous 13F +86,860 shares

    2.2% of the 13F portfolio, value $3,075,867.

    13F-HR 0001697024-25-000001 filed by Broadview Financial Management, 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 45,835 shares
    Change vs previous 13F not available

    2.11% of the 13F portfolio, value $3,109,884.

    13F-HR 0001697024-24-000005 filed by Broadview Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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