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Disclosery

RFG Advisory, LLC: SCHX position timeline

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

RFG Advisory, LLC held 34,904 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,904 shares
    Change vs previous 13F -5,763 shares

    0.02% of the 13F portfolio, value $1,027,223.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 40,667 shares
    Change vs previous 13F +22,806 shares

    0.02% of the 13F portfolio, value $1,042,709.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 17,861 shares
    Change vs previous 13F -1,867 shares

    0.01% of the 13F portfolio, value $480,645.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 19,728 shares
    Change vs previous 13F -251 shares

    0.01% of the 13F portfolio, value $519,626.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 19,979 shares
    Change vs previous 13F -5,193 shares

    0.01% of the 13F portfolio, value $488,275.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 25,172 shares
    Change vs previous 13F -24,463 shares

    0.02% of the 13F portfolio, value $555,789.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 49,635 shares
    Change vs previous 13F +37,915 shares

    0.03% of the 13F portfolio, value $1,150,539.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 11,720 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $795,206.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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