Skip to content
Disclosery

Lutz Financial Services LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lutz Financial Services LLC on SCHX, newest first. How the timeline and the estimate are built.

Lutz Financial Services LLC held 902,154 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 902,154 shares
    Change vs previous 13F +11,354 shares

    1.62% of the 13F portfolio, value $26,550,397.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 890,800 shares
    Change vs previous 13F +162,464 shares

    1.54% of the 13F portfolio, value $22,840,115.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 728,336 shares
    Change vs previous 13F -7,824 shares

    1.33% of the 13F portfolio, value $19,599,532.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 736,160 shares
    Change vs previous 13F -1,377 shares

    1.4% of the 13F portfolio, value $19,390,464.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 737,537 shares
    Change vs previous 13F +150,874 shares

    1.4% of the 13F portfolio, value $18,025,413.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 586,663 shares
    Change vs previous 13F +17,629 shares

    1.06% of the 13F portfolio, value $12,953,527.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 569,034 shares
    Change vs previous 13F +372,515 shares

    1.07% of the 13F portfolio, value $13,190,217.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services LLC
    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 196,519 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $13,333,840.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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