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Disclosery

VERITY Wealth Advisors: SCHX position timeline

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

VERITY Wealth Advisors held 87,999 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,999 shares
    Change vs previous 13F -2,162 shares

    1.56% of the 13F portfolio, value $2,589,811.

    13F-HR 0001763138-26-000004 filed by VERITY Wealth 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 90,161 shares
    Change vs previous 13F -40,452 shares

    1.54% of the 13F portfolio, value $2,311,728.

    13F-HR 0001763138-26-000002 filed by VERITY Wealth 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 130,613 shares
    Change vs previous 13F -27 shares

    2.18% of the 13F portfolio, value $3,514,796.

    13F-HR 0001763138-26-000001 filed by VERITY Wealth 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 130,640 shares
    Change vs previous 13F 0 shares

    2.17% of the 13F portfolio, value $3,441,058.

    13F-HR 0001763138-25-000007 filed by VERITY Wealth 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 130,640 shares
    Change vs previous 13F 0 shares

    2.14% of the 13F portfolio, value $3,192,842.

    13F-HR 0001763138-25-000005 filed by VERITY Wealth 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 130,640 shares
    Change vs previous 13F -4,111 shares

    2.14% of the 13F portfolio, value $2,884,531.

    13F-HR 0001763138-25-000004 filed by VERITY Wealth 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 134,751 shares
    Change vs previous 13F +89,834 shares

    2.25% of the 13F portfolio, value $3,123,528.

    13F-HR 0001763138-25-000001 filed by VERITY Wealth 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 44,917 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $3,047,618.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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