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Powers Advisory Group, LLC: SCHX position timeline

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

Powers Advisory Group, LLC held 1,198,097 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,198,097 shares
    Change vs previous 13F -5,700 shares

    11.05% of the 13F portfolio, value $35,260,003.

    13F-HR 0002085853-26-000918 filed by Powers Advisory Group, 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 1,203,797 shares
    Change vs previous 13F +4,725 shares

    10.88% of the 13F portfolio, value $30,865,361.

    13F-HR 0002085853-26-000444 filed by Powers Advisory Group, 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 1,199,072 shares
    Change vs previous 13F +2,244 shares

    12.15% of the 13F portfolio, value $32,267,026.

    13F-HR 0002085853-26-000066 filed by Powers Advisory Group, 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 1,196,828 shares
    Change vs previous 13F -11,119 shares

    12.55% of the 13F portfolio, value $31,524,448.

    13F-HR 0002085853-25-000134 filed by Powers Advisory Group, 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 1,207,947 shares
    Change vs previous 13F +10,106 shares

    12.98% of the 13F portfolio, value $29,522,234.

    13F-HR 0001667731-25-000867 filed by Powers Advisory Group, 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 1,197,841 shares
    Change vs previous 13F +1,445 shares

    12.6% of the 13F portfolio, value $26,448,339.

    13F-HR 0001667731-25-000435 filed by Powers Advisory Group, 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 1,196,396 shares
    Change vs previous 13F +793,383 shares

    13.88% of the 13F portfolio, value $27,732,470.

    13F-HR 0001667731-25-000106 filed by Powers Advisory Group, 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 403,013 shares
    Change vs previous 13F not available

    13.64% of the 13F portfolio, value $27,344,409.

    13F-HR 0001927474-24-000004 filed by Powers Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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