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SAX WEALTH ADVISORS, LLC: SCHX position timeline

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

SAX WEALTH ADVISORS, LLC held 123,117 SCHX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 123,117 shares
    Change vs previous 13F -10,168 shares

    0.11% of the 13F portfolio, value $3,693,500.

    13F-HR 0001846150-26-000011 filed by SAX WEALTH ADVISORS, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 133,285 shares
    Change vs previous 13F +60,496 shares

    0.14% of the 13F portfolio, value $3,417,427.

    13F-HR 0001846150-26-000007 filed by SAX WEALTH ADVISORS, LLC
    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 72,789 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,958,742.

    13F-HR 0001846150-26-000005 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 72,789 shares
    Change vs previous 13F -319 shares

    0.09% of the 13F portfolio, value $1,958,742.

    13F-HR 0001846150-26-000002 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 73,108 shares
    Change vs previous 13F +2,803 shares

    0.1% of the 13F portfolio, value $1,925,676.

    13F-HR 0001846150-25-000011 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 70,305 shares
    Change vs previous 13F +8,642 shares

    0.1% of the 13F portfolio, value $1,718,252.

    13F-HR 0001846150-25-000007 filed by SAX WEALTH ADVISORS, LLC
    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 61,663 shares
    Change vs previous 13F +49,206 shares

    0.1% of the 13F portfolio, value $1,361,512.

    13F-HR 0001846150-25-000004 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 12,457 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $288,753.

    13F-HR 0001725547-25-000117 filed by SAX WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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