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Disclosery

Wade Financial Advisory, Inc: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wade Financial Advisory, Inc on SCHR, newest first. How the timeline and the estimate are built.

Wade Financial Advisory, Inc held 8,199 SCHR shares at 2025-03-31 per its 13F-HR filed 2025-05-09.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 8,199 shares
    Change vs previous 13F -237 shares

    0.07% of the 13F portfolio, value $203,827.

    13F-HR 0001085146-25-002882 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 8,436 shares
    Change vs previous 13F +4,218 shares

    0.07% of the 13F portfolio, value $204,910.

    13F-HR 0001085146-25-000415 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 4,218 shares
    Change vs previous 13F -1,350 shares

    0.07% of the 13F portfolio, value $213,431.

    13F-HR 0001085146-24-005183 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 5,568 shares
    Change vs previous 13F -738 shares

    0.1% of the 13F portfolio, value $271,551.

    13F-HR 0001085146-24-003226 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 6,306 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $309,309.

    13F-HR 0001085146-24-002447 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 6,294 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $312,938.

    13F-HR 0001085146-24-000984 filed by Wade Financial Advisory, Inc
    Filed (acceptance time not in the bulk data set), ingested

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