Skip to content
Disclosery

Facet Wealth, Inc.: SCHX position timeline

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

Facet Wealth, Inc. held 94,678 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 94,678 shares
    Change vs previous 13F +29,236 shares

    0.04% of the 13F portfolio, value $2,786,366.

    13F-HR 0001748271-26-000004 filed by Facet Wealth, 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 65,442 shares
    Change vs previous 13F +12,669 shares

    0.03% of the 13F portfolio, value $1,677,927.

    13F-HR 0001748271-26-000003 filed by Facet Wealth, 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 52,773 shares
    Change vs previous 13F +2,257 shares

    0.03% of the 13F portfolio, value $1,447,557.

    13F-HR 0001748271-26-000001 filed by Facet Wealth, 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 50,516 shares
    Change vs previous 13F +1,224 shares

    0.03% of the 13F portfolio, value $1,330,585.

    13F-HR 0001748271-25-000013 filed by Facet Wealth, 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 49,292 shares
    Change vs previous 13F -2,812 shares

    0.03% of the 13F portfolio, value $1,234,266.

    13F-HR 0001748271-25-000006 filed by Facet Wealth, 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 52,104 shares
    Change vs previous 13F +2,041 shares

    0.03% of the 13F portfolio, value $1,159,843.

    13F-HR 0001748271-25-000004 filed by Facet Wealth, 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 50,063 shares
    Change vs previous 13F +1,871 shares

    0.03% of the 13F portfolio, value $1,194,011.

    13F-HR 0001748271-25-000002 filed by Facet Wealth, 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 48,192 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,087,219.

    13F-HR 0001748271-24-000013 filed by Facet Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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