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Carolina Wealth Advisors, LLC: SCHX position timeline

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

Carolina Wealth Advisors, LLC held 32,703 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,703 shares
    Change vs previous 13F -1,893 shares

    0.38% of the 13F portfolio, value $962,449.

    13F-HR 0001437749-26-023157 filed by Carolina Wealth Advisors, 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 34,596 shares
    Change vs previous 13F -3,725 shares

    0.37% of the 13F portfolio, value $887,041.

    13F-HR 0001437749-26-011555 filed by Carolina Wealth Advisors, 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 38,321 shares
    Change vs previous 13F -3,714 shares

    0.46% of the 13F portfolio, value $1,031,218.

    13F-HR 0001437749-26-001613 filed by Carolina Wealth Advisors, 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 42,035 shares
    Change vs previous 13F -164,124 shares

    0.48% of the 13F portfolio, value $1,107,202.

    13F-HR 0001437749-25-030597 filed by Carolina Wealth Advisors, 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 206,159 shares
    Change vs previous 13F -3,849 shares

    2.49% of the 13F portfolio, value $5,038,517.

    13F-HR 0001437749-25-023179 filed by Carolina Wealth Advisors, 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 210,008 shares
    Change vs previous 13F -6,819 shares

    2.5% of the 13F portfolio, value $4,636,976.

    13F-HR 0001437749-25-012892 filed by Carolina Wealth Advisors, 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 216,827 shares
    Change vs previous 13F +136,186 shares

    2.7% of the 13F portfolio, value $5,026,058.

    13F-HR 0001437749-25-001108 filed by Carolina Wealth Advisors, 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 80,641 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $5,471,463.

    13F-HR 0001437749-24-031600 filed by Carolina Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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