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Disclosery

Michels Family Financial, LLC: SCHX position timeline

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

Michels Family Financial, LLC held 43,417 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,417 shares
    Change vs previous 13F -1,779 shares

    0.82% of the 13F portfolio, value $1,277,751.

    13F-HR 0001214659-26-010286 filed by Michels Family Financial, 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 45,196 shares
    Change vs previous 13F +124 shares

    0.84% of the 13F portfolio, value $1,158,815.

    13F-HR 0001214659-26-005035 filed by Michels Family Financial, 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 45,072 shares
    Change vs previous 13F -89 shares

    0.89% of the 13F portfolio, value $1,212,897.

    13F-HR 0001214659-26-002176 filed by Michels Family Financial, 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 45,161 shares
    Change vs previous 13F +114 shares

    0.93% of the 13F portfolio, value $1,189,550.

    13F-HR 0001214659-25-016133 filed by Michels Family Financial, 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 45,047 shares
    Change vs previous 13F -753 shares

    0.94% of the 13F portfolio, value $1,100,951.

    13F-HR 0001214659-25-010478 filed by Michels Family Financial, 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 45,800 shares
    Change vs previous 13F -301 shares

    0.91% of the 13F portfolio, value $1,011,271.

    13F-HR 0001214659-25-007892 filed by Michels Family Financial, 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 46,101 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $1,068,617.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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