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DHJJ Financial Advisors, Ltd.: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DHJJ Financial Advisors, Ltd. on SCHA, newest first. How the timeline and the estimate are built.

DHJJ Financial Advisors, Ltd. held 146,548 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 146,548 shares
    Change vs previous 13F +11,376 shares

    1.53% of the 13F portfolio, value $5,294,783.

    13F-HR 0001844716-26-000004 filed by DHJJ Financial Advisors, Ltd.
    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 135,172 shares
    Change vs previous 13F +1,248 shares

    1.3% of the 13F portfolio, value $3,930,810.

    13F-HR 0001844716-26-000002 filed by DHJJ Financial Advisors, Ltd.
    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 133,924 shares
    Change vs previous 13F -789 shares

    1.27% of the 13F portfolio, value $3,814,149.

    13F-HR 0001844716-26-000001 filed by DHJJ Financial Advisors, Ltd.
    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 134,713 shares
    Change vs previous 13F -909 shares

    1.27% of the 13F portfolio, value $3,758,482.

    13F-HR 0001844716-25-000006 filed by DHJJ Financial Advisors, Ltd.
    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 135,622 shares
    Change vs previous 13F +5,008 shares

    1.24% of the 13F portfolio, value $3,431,227.

    13F-HR 0001844716-25-000003 filed by DHJJ Financial Advisors, Ltd.
    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 130,614 shares
    Change vs previous 13F -1,811 shares

    1.23% of the 13F portfolio, value $3,060,284.

    13F-HR 0001844716-25-000002 filed by DHJJ Financial Advisors, Ltd.
    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 132,425 shares
    Change vs previous 13F +64,397 shares

    1.33% of the 13F portfolio, value $3,424,515.

    13F-HR 0001844716-25-000001 filed by DHJJ Financial Advisors, Ltd.
    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 68,028 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $3,503,435.

    13F-HR 0001844716-24-000005 filed by DHJJ Financial Advisors, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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