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Walkner Condon Financial Advisors LLC: SCHX position timeline

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

Walkner Condon Financial Advisors LLC held 353,563 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 353,563 shares
    Change vs previous 13F +17,469 shares

    1.2% of the 13F portfolio, value $10,400,141.

    13F-HR 0001817494-26-000003 filed by Walkner Condon Financial 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 336,094 shares
    Change vs previous 13F +13,598 shares

    1.13% of the 13F portfolio, value $8,604,630.

    13F-HR 0001817494-26-000002 filed by Walkner Condon Financial 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 322,496 shares
    Change vs previous 13F -7,566 shares

    1.2% of the 13F portfolio, value $8,675,385.

    13F-HR 0001817494-26-000001 filed by Walkner Condon Financial 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 330,062 shares
    Change vs previous 13F -6,219 shares

    1.38% of the 13F portfolio, value $8,687,309.

    13F-HR 0001817494-25-000003 filed by Walkner Condon Financial 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 336,281 shares
    Change vs previous 13F +22,828 shares

    1.51% of the 13F portfolio, value $8,211,857.

    13F-HR 0001085146-25-004588 filed by Walkner Condon Financial 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 313,453 shares
    Change vs previous 13F +4,195 shares

    1.4% of the 13F portfolio, value $6,919,308.

    13F-HR 0001085146-25-002240 filed by Walkner Condon Financial 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 309,258 shares
    Change vs previous 13F +202,912 shares

    1.46% of the 13F portfolio, value $7,169,844.

    13F-HR 0001085146-25-000620 filed by Walkner Condon Financial 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 106,346 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $7,214,843.

    13F-HR 0001085146-24-005264 filed by Walkner Condon Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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