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MARKET STREET WEALTH MANAGEMENT ADVISORS LLC: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MARKET STREET WEALTH MANAGEMENT ADVISORS LLC on SCHX, newest first. How the timeline and the estimate are built.

MARKET STREET WEALTH MANAGEMENT ADVISORS LLC held 73,736 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 73,736 shares
    Change vs previous 13F -94 shares

    0.31% of the 13F portfolio, value $2,212,080.

    13F-HR 0001767601-26-000006 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 73,830 shares
    Change vs previous 13F -25 shares

    0.31% of the 13F portfolio, value $2,172,817.

    13F-HR 0001767601-26-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 73,855 shares
    Change vs previous 13F -88 shares

    0.3% of the 13F portfolio, value $1,893,642.

    13F-HR 0001767601-26-000003 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 73,943 shares
    Change vs previous 13F -4,526 shares

    0.31% of the 13F portfolio, value $1,989,806.

    13F-HR 0001767601-26-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 78,469 shares
    Change vs previous 13F -923 shares

    0.33% of the 13F portfolio, value $2,066,873.

    13F-HR 0001767601-25-000007 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 79,392 shares
    Change vs previous 13F -844 shares

    0.32% of the 13F portfolio, value $1,940,340.

    13F-HR 0001767601-25-000005 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 80,236 shares
    Change vs previous 13F -185 shares

    0.3% of the 13F portfolio, value $1,771,611.

    13F-HR 0001767601-25-000004 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 80,421 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,864,159.

    13F-HR 0001767601-25-000001 filed by MARKET STREET WEALTH MANAGEMENT ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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