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DHJJ Financial Advisors, Ltd.: SCHX position timeline

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

DHJJ Financial Advisors, Ltd. held 14,869 SCHX 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 14,869 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $437,585.

    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 14,868 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $381,212.

    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 14,867 shares
    Change vs previous 13F +1 shares

    0.13% of the 13F portfolio, value $400,070.

    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 14,866 shares
    Change vs previous 13F -419 shares

    0.13% of the 13F portfolio, value $391,571.

    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 15,285 shares
    Change vs previous 13F -1,299 shares

    0.13% of the 13F portfolio, value $373,570.

    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 16,584 shares
    Change vs previous 13F -2,617 shares

    0.15% of the 13F portfolio, value $366,180.

    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 19,201 shares
    Change vs previous 13F +12,511 shares

    0.17% of the 13F portfolio, value $445,086.

    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 6,690 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $453,936.

    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).