Hurlow Wealth Management Group, Inc.: SCHX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Hurlow Wealth Management Group, Inc. on SCHX, newest first. How the timeline and the estimate are built.
Hurlow Wealth Management Group, Inc. held 131,269 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.
the latest 13F is the newest step
- period ended2026-06-3013F 131,269 sharesChange vs previous 13F -1,448 shares
0.8% of the 13F portfolio, value $3,863,241.
13F-HR 0001747749-26-000007 filed by Hurlow Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 132,717 sharesChange vs previous 13F -675 shares
0.81% of the 13F portfolio, value $3,402,862.
13F-HR 0001747749-26-000005 filed by Hurlow Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 133,392 sharesChange vs previous 13F -715 shares
0.88% of the 13F portfolio, value $3,589,589.
13F-HR 0001747749-26-000002 filed by Hurlow Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 134,107 sharesChange vs previous 13F -544 shares
0.91% of the 13F portfolio, value $3,532,388.
13F-HR 0001747749-25-000009 filed by Hurlow Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 134,651 sharesChange vs previous 13F +35,195 shares
0.93% of the 13F portfolio, value $3,290,880.
13F-HR 0001747749-25-000005 filed by Hurlow Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 99,456 sharesChange vs previous 13F +21,047 shares
0.69% of the 13F portfolio, value $2,195,998.
13F-HR 0001747749-25-000004 filed by Hurlow Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 78,409 sharesChange vs previous 13F +51,619 shares
0.57% of the 13F portfolio, value $1,817,531.
13F-HR 0001747749-25-000003 filed by Hurlow Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,790 sharesChange vs previous 13F not available
0.57% of the 13F portfolio, value $1,817,732.
13F-HR 0001085146-24-004691 filed by Hurlow Wealth Management Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).