Skip to content
Disclosery

Independent Advisor Alliance: SCHX position timeline

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

Independent Advisor Alliance held 46,792 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,792 shares
    Change vs previous 13F -49,471 shares

    0.03% of the 13F portfolio, value $1,377,089.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 96,263 shares
    Change vs previous 13F +58,306 shares

    0.03% of the 13F portfolio, value $2,468,188.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 37,957 shares
    Change vs previous 13F +2,648 shares

    0.02% of the 13F portfolio, value $1,021,423.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 35,309 shares
    Change vs previous 13F +392 shares

    0.02% of the 13F portfolio, value $930,039.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 34,917 shares
    Change vs previous 13F +8,222 shares

    0.02% of the 13F portfolio, value $853,371.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 26,695 shares
    Change vs previous 13F -3,971 shares

    0.02% of the 13F portfolio, value $589,428.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 30,666 shares
    Change vs previous 13F +26,251 shares

    0.01% of the 13F portfolio, value $710,852.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 4,415 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $299,568.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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