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FAS Wealth Partners, Inc.: SCHX position timeline

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

FAS Wealth Partners, Inc. held 79,256 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,256 shares
    Change vs previous 13F +2,410 shares

    0.12% of the 13F portfolio, value $2,332,517.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, 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 76,846 shares
    Change vs previous 13F -8,427 shares

    0.12% of the 13F portfolio, value $1,970,329.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, 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 85,273 shares
    Change vs previous 13F -6,135 shares

    0.15% of the 13F portfolio, value $2,294,695.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, 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 91,408 shares
    Change vs previous 13F -1,605 shares

    0.16% of the 13F portfolio, value $2,407,687.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, 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 93,013 shares
    Change vs previous 13F -1,043 shares

    0.17% of the 13F portfolio, value $2,273,239.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, 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 94,056 shares
    Change vs previous 13F -415 shares

    0.17% of the 13F portfolio, value $2,076,755.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, 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 94,471 shares
    Change vs previous 13F +61,741 shares

    0.18% of the 13F portfolio, value $2,189,830.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, 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 32,730 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $2,220,701.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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