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Disclosery

CWC Advisors, LLC.: SCHX position timeline

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

CWC Advisors, LLC. held 55,389 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,389 shares
    Change vs previous 13F +1,711 shares

    0.72% of the 13F portfolio, value $1,630,098.

    13F-HR 0001941040-26-000433 filed by CWC 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 53,678 shares
    Change vs previous 13F -6,946 shares

    0.65% of the 13F portfolio, value $1,376,304.

    13F-HR 0001941040-26-000223 filed by CWC 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 60,624 shares
    Change vs previous 13F -222 shares

    0.79% of the 13F portfolio, value $1,631,392.

    13F-HR 0001941040-26-000043 filed by CWC 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 60,846 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,602,684.

    13F-HR 0001941040-25-000544 filed by CWC 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 60,846 shares
    Change vs previous 13F -348 shares

    0.77% of the 13F portfolio, value $1,487,076.

    13F-HR 0001941040-25-000345 filed by CWC 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 61,194 shares
    Change vs previous 13F -182 shares

    0.77% of the 13F portfolio, value $1,351,164.

    13F-HR 0001941040-25-000232 filed by CWC 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 61,376 shares
    Change vs previous 13F +41,002 shares

    1.42% of the 13F portfolio, value $1,422,696.

    13F-HR 0001520683-25-000001 filed by CWC 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 20,374 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $1,382,376.

    13F-HR 0001520683-24-000002 filed by CWC Advisors, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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