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Disclosery

Souders Financial Advisors: SCHA position timeline

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

Souders Financial Advisors held 22,555 SCHA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,555 shares
    Change vs previous 13F -1,074 shares

    0.08% of the 13F portfolio, value $814,900.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 23,629 shares
    Change vs previous 13F -7,476 shares

    0.08% of the 13F portfolio, value $687,143.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 31,105 shares
    Change vs previous 13F -2,493 shares

    0.1% of the 13F portfolio, value $885,863.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 33,598 shares
    Change vs previous 13F -5,140 shares

    0.11% of the 13F portfolio, value $937,388.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 38,738 shares
    Change vs previous 13F -27,999 shares

    0.12% of the 13F portfolio, value $980,071.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 66,737 shares
    Change vs previous 13F -354,543 shares

    0.22% of the 13F portfolio, value $1,563,643.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 421,280 shares
    Change vs previous 13F +197,475 shares

    1.52% of the 13F portfolio, value $10,894,289.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 223,805 shares
    Change vs previous 13F not available

    1.61% of the 13F portfolio, value $11,525,951.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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