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Fragasso Financial Advisors Inc: SCHX position timeline

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

Fragasso Financial Advisors Inc held 25,359 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,359 shares
    Change vs previous 13F -143 shares

    0.04% of the 13F portfolio, value $776,996.

    13F-HR 0001613331-26-000005 filed by Fragasso Financial Advisors Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,502 shares
    Change vs previous 13F +110 shares

    0.04% of the 13F portfolio, value $750,512.

    13F-HR 0001613331-26-000004 filed by Fragasso Financial 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 25,392 shares
    Change vs previous 13F +4,593 shares

    0.04% of the 13F portfolio, value $659,941.

    13F-HR 0001613331-26-000002 filed by Fragasso Financial 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 20,799 shares
    Change vs previous 13F -849 shares

    0.03% of the 13F portfolio, value $559,690.

    13F-HR 0001613331-26-000001 filed by Fragasso Financial 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 21,648 shares
    Change vs previous 13F -1,125 shares

    0.04% of the 13F portfolio, value $573,243.

    13F-HR 0001613331-25-000007 filed by Fragasso Financial 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 22,773 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $556,567.

    13F-HR 0001613331-25-000004 filed by Fragasso Financial 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 22,752 shares
    Change vs previous 13F -9,426 shares

    0.04% of the 13F portfolio, value $502,358.

    13F-HR 0001613331-25-000002 filed by Fragasso Financial 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 32,178 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $745,887.

    13F-HR 0001613331-25-000001 filed by Fragasso Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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