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Disclosery

Financial Advisors, LLC: SCHX position timeline

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

Financial Advisors, LLC held 200,995 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 200,995 shares
    Change vs previous 13F -20,929 shares

    0.94% of the 13F portfolio, value $5,294,211.

    13F-HR 0001951757-25-001314 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 221,924 shares
    Change vs previous 13F +251 shares

    1.01% of the 13F portfolio, value $5,423,833.

    13F-HR 0001951757-25-000999 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 221,673 shares
    Change vs previous 13F -5,874 shares

    0.97% of the 13F portfolio, value $4,894,549.

    13F-HR 0001951757-25-000500 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 227,547 shares
    Change vs previous 13F +154,352 shares

    1.01% of the 13F portfolio, value $5,274,528.

    13F-HR 0001951757-25-000043 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 73,195 shares
    Change vs previous 13F -119 shares

    0.95% of the 13F portfolio, value $4,966,258.

    13F-HR 0001951757-24-001057 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 73,314 shares
    Change vs previous 13F -1,691 shares

    0.96% of the 13F portfolio, value $4,710,450.

    13F-HR 0001951757-24-000513 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 75,005 shares
    Change vs previous 13F +76 shares

    0.96% of the 13F portfolio, value $4,654,824.

    13F-HR 0001951757-24-000438 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 74,929 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,225,987.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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