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Disclosery

Wade Financial Advisory, Inc: SCHX position timeline

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

Wade Financial Advisory, Inc held 50,406 SCHX 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 50,406 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,112,964.

    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 50,406 shares
    Change vs previous 13F +38,680 shares

    0.4% of the 13F portfolio, value $1,168,411.

    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 11,726 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $795,609.

    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 11,726 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $753,396.

    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 11,726 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $727,716.

    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 11,726 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $661,346.

    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).

  7. period ended2023-09-30
    13F 11,726 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $593,336.

    13F-HR 0001085146-23-003690 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).

  8. period ended2023-06-30
    13F 11,726 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $614,091.

    13F-HR 0001085146-23-003207 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).