Windsor Advisory Group, LLC: SCHX position timeline

Windsor Advisory Group, LLC held 225,196 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 225,196 shares

   Change vs previous 13F 0 shares

   4.81% of the 13F portfolio, value $6,627,518.

   13F-HR 0001398344-26-014681 filed by Windsor Advisory Group, LLC
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 225,196 shares

   Change vs previous 13F +225,196 shares

   4.82% of the 13F portfolio, value $5,774,025.

   13F-HR 0001398344-26-009230 filed by Windsor Advisory Group, LLC
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -248,034 shares

   13F-HR 0001398344-25-009455 filed by Windsor Advisory Group, LLC
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 248,034 shares

   Change vs previous 13F +214,631 shares

   6.69% of the 13F portfolio, value $5,749,437.

   13F-HR 0001398344-25-002766 filed by Windsor Advisory Group, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 33,403 shares

   Change vs previous 13F not available

   2.56% of the 13F portfolio, value $2,266,394.

   13F-HR 0001398344-24-020721 filed by Windsor Advisory Group, LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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