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Sharkey, Howes & Javer: SCHX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharkey, Howes & Javer on SCHX, newest first. How the timeline and the estimate are built.

Sharkey, Howes & Javer held 132,159 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,159 shares
    Change vs previous 13F -5,588 shares

    0.47% of the 13F portfolio, value $3,889,428.

    13F-HR 0001642246-26-000004 filed by Sharkey, Howes & Javer
    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 137,747 shares
    Change vs previous 13F -4,735 shares

    0.48% of the 13F portfolio, value $3,531,832.

    13F-HR 0001642246-26-000003 filed by Sharkey, Howes & Javer
    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 142,482 shares
    Change vs previous 13F -7,644 shares

    0.49% of the 13F portfolio, value $3,834,194.

    13F-HR 0001642246-26-000001 filed by Sharkey, Howes & Javer
    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 150,126 shares
    Change vs previous 13F -2,324 shares

    0.51% of the 13F portfolio, value $3,954,306.

    13F-HR 0001642246-25-000007 filed by Sharkey, Howes & Javer
    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 152,450 shares
    Change vs previous 13F -7,871 shares

    0.5% of the 13F portfolio, value $3,725,886.

    13F-HR 0001642246-25-000004 filed by Sharkey, Howes & Javer
    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 160,321 shares
    Change vs previous 13F -10,214 shares

    0.51% of the 13F portfolio, value $3,539,889.

    13F-HR 0001642246-25-000003 filed by Sharkey, Howes & Javer
    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 170,535 shares
    Change vs previous 13F +112,091 shares

    0.56% of the 13F portfolio, value $3,953,013.

    13F-HR 0001642246-25-000001 filed by Sharkey, Howes & Javer
    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 58,444 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $3,965,448.

    13F-HR 0001642246-24-000008 filed by Sharkey, Howes & Javer
    Filed (acceptance time not in the bulk data set), ingested

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