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Savvy Advisors, Inc.: SCHX position timeline

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

Savvy Advisors, Inc. held 551,255 SCHX 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 551,255 shares
    Change vs previous 13F +45 shares

    0.35% of the 13F portfolio, value $16,223,435.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 551,210 shares
    Change vs previous 13F +32,374 shares

    0.38% of the 13F portfolio, value $14,133,032.

    13F-HR 0002003633-26-000003 filed by Savvy 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 ended2025-12-31
    13F 518,836 shares
    Change vs previous 13F +24,328 shares

    0.45% of the 13F portfolio, value $13,961,871.

    13F-HR 0002003633-26-000001 filed by Savvy 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 ended2025-09-30
    13F 494,508 shares
    Change vs previous 13F +89,615 shares

    0.6% of the 13F portfolio, value $13,025,352.

    13F-HR 0002003633-25-000008 filed by Savvy 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 ended2025-06-30
    13F 404,893 shares
    Change vs previous 13F +10,627 shares

    0.66% of the 13F portfolio, value $9,895,596.

    13F-HR 0002003633-25-000005 filed by Savvy 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 ended2025-03-31
    13F 394,266 shares
    Change vs previous 13F -1,504 shares

    0.88% of the 13F portfolio, value $8,705,384.

    13F-HR 0002003633-25-000004 filed by Savvy 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 ended2024-12-31
    13F 395,770 shares
    Change vs previous 13F +291,049 shares

    1.1% of the 13F portfolio, value $9,173,957.

    13F-HR 0002003633-25-000002 filed by Savvy 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 ended2024-09-30
    13F 104,721 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $7,105,316.

    13F-HR 0002003633-24-000005 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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