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IFP Advisors, Inc: SCHX position timeline

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

IFP Advisors, Inc held 756,568 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 756,568 shares
    Change vs previous 13F +43,581 shares

    0.4% of the 13F portfolio, value $22,265,796.

    13F-HR 0001641866-26-000004 filed by IFP 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 712,987 shares
    Change vs previous 13F +2,472 shares

    0.38% of the 13F portfolio, value $18,280,987.

    13F-HR 0001641866-26-000003 filed by IFP 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 710,515 shares
    Change vs previous 13F +121,175 shares

    0.43% of the 13F portfolio, value $19,119,959.

    13F-HR 0001641866-26-000001 filed by IFP 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/A 589,340 shares
    Change vs previous 13F -2,705 shares

    0.4% of the 13F portfolio, value $15,523,216.

    13F-HR/A 0001641866-26-000002 filed by IFP 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 592,045 shares
    Change vs previous 13F +25,818 shares

    0.41% of the 13F portfolio, value $14,469,589.

    13F-HR 0001641866-25-000009 filed by IFP 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 566,227 shares
    Change vs previous 13F -4,223 shares

    0.39% of the 13F portfolio, value $12,502,220.

    13F-HR 0001641866-25-000006 filed by IFP 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 570,450 shares
    Change vs previous 13F +382,011 shares

    0.43% of the 13F portfolio, value $13,222,935.

    13F-HR 0001641866-25-000004 filed by IFP 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 188,439 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $12,785,398.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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