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Disclosery

WBH ADVISORY INC: SCHX position timeline

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

WBH ADVISORY INC held 835,375 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 835,375 shares
    Change vs previous 13F +19,593 shares

    1.65% of the 13F portfolio, value $24,585,074.

    13F-HR 0001259671-26-000004 filed by WBH 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 ended2026-03-31
    13F 815,782 shares
    Change vs previous 13F -10,400 shares

    1.58% of the 13F portfolio, value $21,079,816.

    13F-HR 0001259671-26-000003 filed by WBH 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 ended2025-12-31
    13F 826,182 shares
    Change vs previous 13F -11,010 shares

    1.65% of the 13F portfolio, value $22,232,549.

    13F-HR 0001259671-26-000002 filed by WBH 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 ended2025-09-30
    13F 837,192 shares
    Change vs previous 13F -22,724 shares

    1.68% of the 13F portfolio, value $22,051,631.

    13F-HR 0001259671-25-000010 filed by WBH 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 ended2025-06-30
    13F 859,916 shares
    Change vs previous 13F -13,549 shares

    1.79% of the 13F portfolio, value $21,016,357.

    13F-HR 0001259671-25-000006 filed by WBH 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 ended2025-03-31
    13F 873,465 shares
    Change vs previous 13F -2,672 shares

    1.8% of the 13F portfolio, value $19,286,114.

    13F-HR 0001259671-25-000004 filed by WBH 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 ended2024-12-31
    13F 876,137 shares
    Change vs previous 13F +586,865 shares

    1.88% of the 13F portfolio, value $20,308,851.

    13F-HR 0001259671-25-000002 filed by WBH 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 ended2024-09-30
    13F 289,272 shares
    Change vs previous 13F not available

    1.86% of the 13F portfolio, value $19,627,121.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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