Skip to content
Disclosery

Stewardship Advisors, LLC: SCHX position timeline

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

Stewardship Advisors, LLC held 38,623 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,623 shares
    Change vs previous 13F -1,331 shares

    0.24% of the 13F portfolio, value $1,136,675.

    13F-HR 0001733219-26-000004 filed by Stewardship Advisors, LLC
    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 39,954 shares
    Change vs previous 13F +2,519 shares

    0.24% of the 13F portfolio, value $1,024,421.

    13F-HR 0001733219-26-000003 filed by Stewardship 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 ended2025-12-31
    13F 37,435 shares
    Change vs previous 13F -864 shares

    0.23% of the 13F portfolio, value $1,007,376.

    13F-HR 0001733219-26-000001 filed by Stewardship 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 ended2025-09-30
    13F 38,299 shares
    Change vs previous 13F -5,254 shares

    0.24% of the 13F portfolio, value $1,008,796.

    13F-HR 0001733219-25-000006 filed by Stewardship 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 ended2025-06-30
    13F 43,553 shares
    Change vs previous 13F +930 shares

    0.27% of the 13F portfolio, value $1,064,435.

    13F-HR 0001733219-25-000004 filed by Stewardship 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 ended2025-03-31
    13F 42,623 shares
    Change vs previous 13F +4,135 shares

    0.25% of the 13F portfolio, value $941,116.

    13F-HR 0001733219-25-000003 filed by Stewardship 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 ended2024-12-31
    13F 38,488 shares
    Change vs previous 13F +27,574 shares

    0.25% of the 13F portfolio, value $892,152.

    13F-HR 0001733219-25-000001 filed by Stewardship 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 ended2024-09-30
    13F 10,914 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $740,515.

    13F-HR 0001733219-24-000004 filed by Stewardship Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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