JFG Wealth Management, LLC: SCHX position timeline

JFG Wealth Management, LLC held 151,058 SCHX shares at 2025-09-30 per its 13F-HR filed 2025-10-31.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 151,058 shares

   Change vs previous 13F 0 shares

   0.78% of the 13F portfolio, value $3,978,868.

   13F-HR 0001172661-25-004522 filed by JFG Wealth Management, LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 151,058 shares

   Change vs previous 13F +111,203 shares

   0.77% of the 13F portfolio, value $3,691,858.

   13F-HR 0001172661-25-002960 filed by JFG Wealth Management, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 39,855 shares

   Change vs previous 13F -38,802 shares

   0.2% of the 13F portfolio, value $879,998.

   13F-HR 0001172661-25-001676 filed by JFG Wealth Management, LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 78,657 shares

   Change vs previous 13F +74,098 shares

   0.42% of the 13F portfolio, value $1,823,269.

   13F-HR 0001172661-25-000493 filed by JFG Wealth Management, LLC
   Filed 2025-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 4,559 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $309,328.

   13F-HR 0001172661-24-004421 filed by JFG Wealth Management, LLC
   Filed 2024-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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