Mutual Advisors, LLC: SCHX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mutual Advisors, LLC on SCHX, newest first. How the timeline and the estimate are built.
Mutual Advisors, LLC held 239,788 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 239,788 sharesChange vs previous 13F +1,962 shares
0.13% of the 13F portfolio, value $7,056,965.
13F-HR 0001986152-26-000154 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 237,826 sharesChange vs previous 13F -904 shares
0.13% of the 13F portfolio, value $6,097,862.
13F-HR 0001986152-26-000054 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 238,730 sharesChange vs previous 13F -676 shares
0.14% of the 13F portfolio, value $6,424,220.
13F-HR 0001986152-26-000005 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 239,406 sharesChange vs previous 13F +1,923 shares
0.14% of the 13F portfolio, value $6,363,415.
13F-HR 0001986152-25-000100 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 237,483 sharesChange vs previous 13F +1,753 shares
0.15% of the 13F portfolio, value $5,994,083.
13F-HR 0001986152-25-000050 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 235,730 sharesChange vs previous 13F +422 shares
0.15% of the 13F portfolio, value $5,129,495.
13F-HR 0001986152-25-000037 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 235,308 sharesChange vs previous 13F -1,109 shares
0.16% of the 13F portfolio, value $5,525,039.
13F-HR 0001986152-25-000002 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 236,417 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $5,404,500.
13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).