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Disclosery

Financial Advisory Group: SCHX position timeline

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

Financial Advisory Group held 180,221 SCHX shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 180,221 shares
    Change vs previous 13F -4,416 shares

    1.97% of the 13F portfolio, value $11,184,533.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 184,637 shares
    Change vs previous 13F -10,291 shares

    1.97% of the 13F portfolio, value $10,413,506.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 194,928 shares
    Change vs previous 13F -15,563 shares

    2.03% of the 13F portfolio, value $9,863,354.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 210,491 shares
    Change vs previous 13F -11,620 shares

    2.18% of the 13F portfolio, value $11,023,429.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 222,111 shares
    Change vs previous 13F +36,975 shares

    2.17% of the 13F portfolio, value $10,743,493.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 185,136 shares
    Change vs previous 13F +95,605 shares

    1.77% of the 13F portfolio, value $8,359,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 89,531 shares
    Change vs previous 13F +28,259 shares

    0.85% of the 13F portfolio, value $3,792,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 61,272 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,736,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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