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Davis Wealth Advisors, LLC: SCHX position timeline

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

Davis Wealth Advisors, LLC held 25,667 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,667 shares
    Change vs previous 13F -6,426 shares

    0.58% of the 13F portfolio, value $755,354.

    13F-HR 0001214659-26-010181 filed by Davis 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 32,093 shares
    Change vs previous 13F +2,094 shares

    0.68% of the 13F portfolio, value $822,871.

    13F-HR 0001214659-26-006214 filed by Davis 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 29,999 shares
    Change vs previous 13F +4,405 shares

    0.67% of the 13F portfolio, value $807,270.

    13F-HR 0001214659-26-001926 filed by Davis 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 25,594 shares
    Change vs previous 13F +42 shares

    0.61% of the 13F portfolio, value $674,149.

    13F-HR 0001214659-26-011275 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 25,552 shares
    Change vs previous 13F -4,102 shares

    0.66% of the 13F portfolio, value $624,483.

    13F-HR 0001214659-26-011672 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  6. period ended2025-03-31
    13F 29,654 shares
    Change vs previous 13F -715 shares

    0.74% of the 13F portfolio, value $654,736.

    13F-HR 0001214659-26-011670 filed by Davis Wealth Advisors, LLC
    Accepted , ingested

  7. period ended2024-12-31
    13F 30,369 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $703,959.

    13F-HR 0001214659-26-011668 filed by Davis Wealth Advisors, LLC
    Accepted , ingested