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John W. Brooker & Co., CPAs: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of John W. Brooker & Co., CPAs on SCHX, newest first. How the timeline and the estimate are built.

John W. Brooker & Co., CPAs held 22,369 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 22,369 shares
    Change vs previous 13F -2,005 shares

    0.8% of the 13F portfolio, value $658,330.

    13F-HR 0001798926-26-000003 filed by John W. Brooker & Co., CPAs
    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 24,374 shares
    Change vs previous 13F -764 shares

    0.98% of the 13F portfolio, value $624,943.

    13F-HR 0001798926-26-000002 filed by John W. Brooker & Co., CPAs
    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 25,138 shares
    Change vs previous 13F -13,686 shares

    1.21% of the 13F portfolio, value $676,452.

    13F-HR 0001798926-26-000001 filed by John W. Brooker & Co., CPAs
    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 38,824 shares
    Change vs previous 13F +8,677 shares

    2.08% of the 13F portfolio, value $1,022,624.

    13F-HR 0001798926-25-000012 filed by John W. Brooker & Co., CPAs
    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 30,147 shares
    Change vs previous 13F -146,404 shares

    1.75% of the 13F portfolio, value $747,035.

    13F-HR 0001798926-25-000009 filed by John W. Brooker & Co., CPAs
    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 176,551 shares
    Change vs previous 13F +10,416 shares

    1.61% of the 13F portfolio, value $3,898,239.

    13F-HR 0001798926-25-000002 filed by John W. Brooker & Co., CPAs
    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 166,135 shares
    Change vs previous 13F +115,290 shares

    1.66% of the 13F portfolio, value $3,851,004.

    13F-HR 0001798926-25-000001 filed by John W. Brooker & Co., CPAs
    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 50,845 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $3,449,830.

    13F-HR 0001798926-24-000005 filed by John W. Brooker & Co., CPAs
    Filed (acceptance time not in the bulk data set), ingested

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