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Financial Synergies Wealth Advisors, Inc.: SCHA position timeline

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

Financial Synergies Wealth Advisors, Inc. held 24,061 SCHA shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 24,061 shares
    Change vs previous 13F -66 shares

    0.06% of the 13F portfolio, value $785,118.

    13F-HR 0002017868-26-000011 filed by Financial Synergies Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,127 shares
    Change vs previous 13F +116 shares

    0.07% of the 13F portfolio, value $871,706.

    13F-HR 0002017868-26-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,011 shares
    Change vs previous 13F +103 shares

    0.07% of the 13F portfolio, value $698,233.

    13F-HR 0002017868-26-000005 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 23,908 shares
    Change vs previous 13F -155 shares

    0.07% of the 13F portfolio, value $680,894.

    13F-HR 0002017868-26-000003 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 24,063 shares
    Change vs previous 13F +24 shares

    0.07% of the 13F portfolio, value $671,358.

    13F-HR 0002017868-25-000013 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,039 shares
    Change vs previous 13F +863 shares

    0.07% of the 13F portfolio, value $608,195.

    13F-HR 0002017868-25-000009 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 23,176 shares
    Change vs previous 13F -26 shares

    0.07% of the 13F portfolio, value $543,011.

    13F-HR 0002017868-25-000007 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,202 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $600,010.

    13F-HR 0002017868-25-000002 filed by Financial Synergies Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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