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Martel Wealth Advisors LLC: SCHX position timeline

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

Martel Wealth Advisors LLC held 19,424 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,424 shares
    Change vs previous 13F +16 shares

    0.09% of the 13F portfolio, value $571,658.

    13F-HR 0001214659-26-008472 filed by Martel Wealth Advisors 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 19,408 shares
    Change vs previous 13F -677 shares

    0.08% of the 13F portfolio, value $497,613.

    13F-HR 0001214659-26-005396 filed by Martel Wealth 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 ended2025-12-31
    13F 20,085 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $540,496.

    13F-HR 0001214659-26-000683 filed by Martel Wealth 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 ended2025-09-30
    13F 20,078 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $528,849.

    13F-HR 0001214659-25-014927 filed by Martel Wealth 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 ended2025-06-30
    13F 20,071 shares
    Change vs previous 13F +51 shares

    0.09% of the 13F portfolio, value $490,531.

    13F-HR 0001214659-25-010550 filed by Martel Wealth 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 ended2025-03-31
    13F 20,020 shares
    Change vs previous 13F +7 shares

    0.09% of the 13F portfolio, value $442,052.

    13F-HR 0001214659-25-005989 filed by Martel Wealth 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 ended2024-12-31
    13F 20,013 shares
    Change vs previous 13F +12,838 shares

    0.09% of the 13F portfolio, value $463,900.

    13F-HR 0001214659-25-000821 filed by Martel Wealth 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 ended2024-09-30
    13F 7,175 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $486,385.

    13F-HR 0001214659-24-017366 filed by Martel Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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