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GW HENSSLER & ASSOCIATES LTD: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of GW HENSSLER & ASSOCIATES LTD on SCHX, newest first. How the timeline and the estimate are built.

GW HENSSLER & ASSOCIATES LTD held 121,688 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 121,688 shares
    Change vs previous 13F -2,705 shares

    0.16% of the 13F portfolio, value $3,581,275.

    13F-HR 0001172661-26-002877 filed by GW HENSSLER & ASSOCIATES LTD
    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 124,393 shares
    Change vs previous 13F +158 shares

    0.15% of the 13F portfolio, value $3,189,448.

    13F-HR 0001172661-26-002261 filed by GW HENSSLER & ASSOCIATES LTD
    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 124,235 shares
    Change vs previous 13F +1,825 shares

    0.16% of the 13F portfolio, value $3,343,156.

    13F-HR 0001172661-26-000567 filed by GW HENSSLER & ASSOCIATES LTD
    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 122,410 shares
    Change vs previous 13F +2,099 shares

    0.16% of the 13F portfolio, value $3,224,277.

    13F-HR 0001080369-26-000001 filed by GW HENSSLER & ASSOCIATES LTD
    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 120,311 shares
    Change vs previous 13F -2,126 shares

    0.16% of the 13F portfolio, value $2,940,403.

    13F-HR 0001080369-25-000009 filed by GW HENSSLER & ASSOCIATES LTD
    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/A 122,437 shares
    Change vs previous 13F +80,585 shares

    0.16% of the 13F portfolio, value $2,703,411.

    13F-HR/A 0001080369-25-000007 filed by GW HENSSLER & ASSOCIATES LTD
    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 41,852 shares
    Change vs previous 13F -874 shares

    0.16% of the 13F portfolio, value $2,839,634.

    13F-HR 0001080369-25-000002 filed by GW HENSSLER & ASSOCIATES LTD
    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 42,726 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,898,935.

    13F-HR 0001080369-24-000008 filed by GW HENSSLER & ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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