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United Advisor Group, LLC: SCHX position timeline

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

United Advisor Group, LLC held 407,165 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 407,165 shares
    Change vs previous 13F -2,195 shares

    1.27% of the 13F portfolio, value $11,982,855.

    13F-HR 0002004873-26-000003 filed by United Advisor Group, 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 409,360 shares
    Change vs previous 13F +22,200 shares

    1.3% of the 13F portfolio, value $10,496,001.

    13F-HR 0002004873-26-000002 filed by United Advisor Group, 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 387,160 shares
    Change vs previous 13F -659 shares

    1.34% of the 13F portfolio, value $10,418,472.

    13F-HR 0002004873-26-000001 filed by United Advisor Group, 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 387,819 shares
    Change vs previous 13F +102,910 shares

    1.37% of the 13F portfolio, value $10,215,143.

    13F-HR 0002004873-25-000007 filed by United Advisor Group, 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 284,909 shares
    Change vs previous 13F +69,733 shares

    1.2% of the 13F portfolio, value $6,963,175.

    13F-HR 0002004873-25-000005 filed by United Advisor Group, 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 215,176 shares
    Change vs previous 13F +9,833 shares

    0.97% of the 13F portfolio, value $4,751,079.

    13F-HR 0002004873-25-000002 filed by United Advisor Group, 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 205,343 shares
    Change vs previous 13F +141,459 shares

    0.94% of the 13F portfolio, value $4,759,851.

    13F-HR 0002004873-25-000001 filed by United Advisor Group, 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 63,884 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,334,550.

    13F-HR 0002004873-24-000006 filed by United Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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