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Investor's Fiduciary Advisor Network, LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Investor's Fiduciary Advisor Network, LLC on SCHX, newest first. How the timeline and the estimate are built.

Investor's Fiduciary Advisor Network, LLC held 79,853 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,853 shares
    Change vs previous 13F -6,777 shares

    0.8% of the 13F portfolio, value $2,350,000.

    13F-HR 0002044901-26-000003 filed by Investor's Fiduciary Advisor Network, LLC
    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 86,630 shares
    Change vs previous 13F -5,023 shares

    0.68% of the 13F portfolio, value $2,221,000.

    13F-HR 0002044901-26-000002 filed by Investor's Fiduciary Advisor Network, LLC
    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 91,653 shares
    Change vs previous 13F +3,085 shares

    0.53% of the 13F portfolio, value $2,466,000.

    13F-HR 0002044901-26-000001 filed by Investor's Fiduciary Advisor Network, LLC
    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 88,568 shares
    Change vs previous 13F +8,584 shares

    0.79% of the 13F portfolio, value $2,332,000.

    13F-HR 0002044901-25-000004 filed by Investor's Fiduciary Advisor Network, LLC
    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 79,984 shares
    Change vs previous 13F +49,393 shares

    0.73% of the 13F portfolio, value $1,954,000.

    13F-HR 0002059344-25-000003 filed by Investor's Fiduciary Advisor Network, LLC
    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 30,591 shares
    Change vs previous 13F +9,639 shares

    0.32% of the 13F portfolio, value $675,000.

    13F-HR 0001898296-25-000007 filed by Investor's Fiduciary Advisor Network, LLC
    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 20,952 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $485,000.

    13F-HR 0002044901-25-000002 filed by Investor's Fiduciary Advisor Network, LLC
    Filed (acceptance time not in the bulk data set), ingested

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