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Disclosery

Falcon Wealth Planning: SCHX position timeline

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

Falcon Wealth Planning held 11,585 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,585 shares
    Change vs previous 13F -3,878 shares

    0.02% of the 13F portfolio, value $340,943.

    13F-HR 0002085853-26-000706 filed by Falcon Wealth Planning
    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 15,463 shares
    Change vs previous 13F +3,611 shares

    0.03% of the 13F portfolio, value $396,465.

    13F-HR 0002085853-26-000431 filed by Falcon Wealth Planning
    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 11,852 shares
    Change vs previous 13F +214 shares

    0.03% of the 13F portfolio, value $318,927.

    13F-HR 0002085853-26-000176 filed by Falcon Wealth Planning
    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 11,638 shares
    Change vs previous 13F -274 shares

    0.03% of the 13F portfolio, value $306,558.

    13F-HR 0002085853-25-000058 filed by Falcon Wealth Planning
    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 11,912 shares
    Change vs previous 13F +284 shares

    0.03% of the 13F portfolio, value $291,125.

    13F-HR 0001667731-25-000845 filed by Falcon Wealth Planning
    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 11,628 shares
    Change vs previous 13F +15 shares

    0.03% of the 13F portfolio, value $256,751.

    13F-HR 0001667731-25-000517 filed by Falcon Wealth Planning
    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 11,613 shares
    Change vs previous 13F +7,486 shares

    0.03% of the 13F portfolio, value $269,192.

    13F-HR 0001667731-25-000090 filed by Falcon Wealth Planning
    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 4,127 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $280,017.

    13F-HR 0001839850-24-000004 filed by Falcon Wealth Planning
    Filed (acceptance time not in the bulk data set), ingested

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