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PHILLIPS FINANCIAL MANAGEMENT, LLC: SCHA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PHILLIPS FINANCIAL MANAGEMENT, LLC on SCHA, newest first. How the timeline and the estimate are built.

PHILLIPS FINANCIAL MANAGEMENT, LLC held 95,377 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 95,377 shares
    Change vs previous 13F -6,001 shares

    0.25% of the 13F portfolio, value $3,445,971.

    13F-HR 0001398344-26-013343 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 101,378 shares
    Change vs previous 13F -3,059 shares

    0.21% of the 13F portfolio, value $2,948,072.

    13F-HR 0001398344-26-006583 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 104,437 shares
    Change vs previous 13F -11,173 shares

    0.19% of the 13F portfolio, value $2,974,366.

    13F-HR 0001398344-26-001240 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 115,610 shares
    Change vs previous 13F -973 shares

    0.21% of the 13F portfolio, value $3,225,519.

    13F-HR 0001398344-25-019723 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 116,583 shares
    Change vs previous 13F +2,509 shares

    0.21% of the 13F portfolio, value $2,949,550.

    13F-HR 0001398344-25-014160 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 114,074 shares
    Change vs previous 13F -2,160 shares

    0.21% of the 13F portfolio, value $2,672,754.

    13F-HR 0001398344-25-008201 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 116,234 shares
    Change vs previous 13F +57,841 shares

    0.24% of the 13F portfolio, value $3,005,811.

    13F-HR 0001398344-25-002272 filed by PHILLIPS FINANCIAL MANAGEMENT, 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 58,393 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,007,240.

    13F-HR 0001398344-24-020182 filed by PHILLIPS FINANCIAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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