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Disclosery

RTD Financial Advisors, Inc.: SCHX position timeline

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

RTD Financial Advisors, Inc. held 348,460 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 348,460 shares
    Change vs previous 13F -4,111 shares

    1.14% of the 13F portfolio, value $10,453,790.

    13F-HR 0002085853-26-001132 filed by RTD Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 352,571 shares
    Change vs previous 13F -1,704 shares

    1.13% of the 13F portfolio, value $10,376,155.

    13F-HR 0002085853-26-000702 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 354,275 shares
    Change vs previous 13F -2,861 shares

    1.12% of the 13F portfolio, value $9,083,603.

    13F-HR 0002085853-26-000354 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 357,136 shares
    Change vs previous 13F -19,788 shares

    1.17% of the 13F portfolio, value $9,610,529.

    13F-HR 0002085853-26-000107 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 376,924 shares
    Change vs previous 13F -9,711 shares

    1.19% of the 13F portfolio, value $9,928,191.

    13F-HR 0002085853-25-000083 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 386,635 shares
    Change vs previous 13F -19,092 shares

    1.21% of the 13F portfolio, value $9,449,367.

    13F-HR 0001667731-25-000803 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 405,727 shares
    Change vs previous 13F -9,234 shares

    1.2% of the 13F portfolio, value $8,958,463.

    13F-HR 0001667731-25-000437 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 414,961 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $9,618,807.

    13F-HR 0001667731-25-000067 filed by RTD Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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