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Disclosery

Bull Oak Capital, LLC: SCHX position timeline

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

Bull Oak Capital, LLC held 84,472 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 84,472 shares
    Change vs previous 13F -208 shares

    0.83% of the 13F portfolio, value $2,486,011.

    13F-HR 0001824263-26-000004 filed by Bull Oak Capital, 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 84,680 shares
    Change vs previous 13F +168 shares

    0.83% of the 13F portfolio, value $2,171,195.

    13F-HR 0001824263-26-000003 filed by Bull Oak Capital, 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 84,512 shares
    Change vs previous 13F -125 shares

    0.93% of the 13F portfolio, value $2,274,218.

    13F-HR 0001824263-26-000001 filed by Bull Oak Capital, 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 84,637 shares
    Change vs previous 13F 0 shares

    0.95% of the 13F portfolio, value $2,229,339.

    13F-HR 0001824263-25-000008 filed by Bull Oak Capital, 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 84,637 shares
    Change vs previous 13F -510 shares

    0.94% of the 13F portfolio, value $2,068,528.

    13F-HR 0001824263-25-000002 filed by Bull Oak Capital, 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 85,147 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $1,880,047.

    13F-HR 0002054264-25-000012 filed by Bull Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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