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Disclosery

Elser Financial Planning, Inc: SCHX position timeline

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

Elser Financial Planning, Inc held 134,087 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,087 shares
    Change vs previous 13F -50 shares

    0.17% of the 13F portfolio, value $3,946,193.

    13F-HR 0002085853-26-000729 filed by Elser Financial Planning, Inc
    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 134,137 shares
    Change vs previous 13F -1,334 shares

    0.17% of the 13F portfolio, value $3,438,605.

    13F-HR 0002085853-26-000387 filed by Elser Financial Planning, Inc
    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 135,471 shares
    Change vs previous 13F -371 shares

    2.64% of the 13F portfolio, value $3,645,518.

    13F-HR 0001754960-26-000078 filed by Elser Financial Planning, Inc
    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 135,842 shares
    Change vs previous 13F -1,650 shares

    4.34% of the 13F portfolio, value $3,599,823.

    13F-HR 0001754960-25-000711 filed by Elser Financial Planning, Inc
    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/A 137,492 shares
    Change vs previous 13F +5,932 shares

    4.19% of the 13F portfolio, value $3,360,306.

    13F-HR/A 0001754960-25-000447 filed by Elser Financial Planning, Inc
    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 131,560 shares
    Change vs previous 13F -3,851 shares

    4.02% of the 13F portfolio, value $2,904,838.

    13F-HR 0001754960-25-000232 filed by Elser Financial Planning, Inc
    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 135,411 shares
    Change vs previous 13F +89,058 shares

    0.23% of the 13F portfolio, value $3,138,835.

    13F-HR 0001754960-25-000077 filed by Elser Financial Planning, Inc
    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 46,353 shares
    Change vs previous 13F not available

    4.56% of the 13F portfolio, value $3,145,047.

    13F-HR 0001754960-24-000503 filed by Elser Financial Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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