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Financial Synergies Wealth Advisors, Inc.: SCHX position timeline

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

Financial Synergies Wealth Advisors, Inc. held 272,927 SCHX 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 272,927 shares
    Change vs previous 13F -18,721 shares

    0.68% of the 13F portfolio, value $8,032,256.

    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 291,648 shares
    Change vs previous 13F +11,705 shares

    0.71% of the 13F portfolio, value $7,477,852.

    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 279,943 shares
    Change vs previous 13F -3,947 shares

    0.73% of the 13F portfolio, value $7,533,277.

    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 283,890 shares
    Change vs previous 13F -2,066 shares

    0.76% of the 13F portfolio, value $7,477,681.

    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 285,956 shares
    Change vs previous 13F +6,569 shares

    0.76% of the 13F portfolio, value $6,988,759.

    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 279,387 shares
    Change vs previous 13F -9,578 shares

    0.75% of the 13F portfolio, value $6,168,869.

    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 288,965 shares
    Change vs previous 13F +192,316 shares

    0.83% of the 13F portfolio, value $6,698,206.

    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 96,649 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $6,557,643.

    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).