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Burt Wealth Advisors: SCHX position timeline

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

Burt Wealth Advisors held 1,478,970 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,478,970 shares
    Change vs previous 13F +2,275 shares

    9.56% of the 13F portfolio, value $38,956,082.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,476,695 shares
    Change vs previous 13F +24,991 shares

    8.25% of the 13F portfolio, value $36,090,431.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,451,704 shares
    Change vs previous 13F +19,544 shares

    8.03% of the 13F portfolio, value $32,053,631.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,432,160 shares
    Change vs previous 13F +961,548 shares

    8.43% of the 13F portfolio, value $33,197,475.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 470,612 shares
    Change vs previous 13F +4,119 shares

    7.86% of the 13F portfolio, value $31,931,016.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 466,493 shares
    Change vs previous 13F -2,486 shares

    7.9% of the 13F portfolio, value $29,972,153.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 468,979 shares
    Change vs previous 13F +20,205 shares

    7.38% of the 13F portfolio, value $29,104,840.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 448,774 shares
    Change vs previous 13F not available

    7.22% of the 13F portfolio, value $25,310,840.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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