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Financial Synergies Wealth Advisors, Inc.: SCHM position timeline

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

Financial Synergies Wealth Advisors, Inc. held 199,216 SCHM shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 199,216 shares
    Change vs previous 13F -12,666 shares

    0.62% of the 13F portfolio, value $7,345,081.

    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).

  2. period ended2026-03-31
    13F 211,882 shares
    Change vs previous 13F -4,646 shares

    0.63% of the 13F portfolio, value $6,559,884.

    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).

  3. period ended2025-12-31
    13F 216,528 shares
    Change vs previous 13F -2,994 shares

    0.63% of the 13F portfolio, value $6,511,009.

    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).

  4. period ended2025-09-30
    13F 219,522 shares
    Change vs previous 13F -7,941 shares

    0.66% of the 13F portfolio, value $6,506,642.

    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).

  5. period ended2025-06-30
    13F 227,463 shares
    Change vs previous 13F +6,198 shares

    0.69% of the 13F portfolio, value $6,380,353.

    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).

  6. period ended2025-03-31
    13F 221,265 shares
    Change vs previous 13F -6,961 shares

    0.71% of the 13F portfolio, value $5,797,149.

    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).

  7. period ended2024-12-31
    13F 228,226 shares
    Change vs previous 13F +153,976 shares

    0.78% of the 13F portfolio, value $6,324,140.

    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).

  8. period ended2024-09-30
    13F 74,250 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $6,169,431.

    13F-HR 0002017868-24-000002 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).