Skip to content
Disclosery

Financial Advocates Investment Management: SCHX position timeline

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

Financial Advocates Investment Management held 9,595 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 9,595 shares
    Change vs previous 13F -59,476 shares

    0.14% of the 13F portfolio, value $252,731.

    13F-HR 0001730293-25-000007 filed by Financial Advocates Investment Management
    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 69,071 shares
    Change vs previous 13F -2,870 shares

    0.14% of the 13F portfolio, value $1,689,314.

    13F-HR 0001730293-25-000006 filed by Financial Advocates Investment Management
    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 71,941 shares
    Change vs previous 13F +177 shares

    0.11% of the 13F portfolio, value $1,590,680.

    13F-HR 0001730293-25-000003 filed by Financial Advocates Investment Management
    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 71,764 shares
    Change vs previous 13F +43,478 shares

    0.09% of the 13F portfolio, value $1,665,185.

    13F-HR 0001730293-25-000001 filed by Financial Advocates Investment Management
    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 28,286 shares
    Change vs previous 13F +1,838 shares

    0.12% of the 13F portfolio, value $2,050,543.

    13F-HR 0001730293-24-000005 filed by Financial Advocates Investment Management
    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 26,448 shares
    Change vs previous 13F +1,297 shares

    0.11% of the 13F portfolio, value $1,699,266.

    13F-HR 0001730293-24-000003 filed by Financial Advocates Investment Management
    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 25,151 shares
    Change vs previous 13F +280 shares

    0.09% of the 13F portfolio, value $1,560,849.

    13F-HR 0001730293-24-000002 filed by Financial Advocates Investment Management
    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 24,871 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,402,745.

    13F-HR 0001730293-24-000001 filed by Financial Advocates Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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