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Disclosery

WJ Financial Advisors LLC: SCHX position timeline

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

WJ Financial Advisors LLC held 151,593 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 151,593 shares
    Change vs previous 13F +95 shares

    3.28% of the 13F portfolio, value $4,461,382.

    13F-HR 0002095682-26-000003 filed by WJ 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 151,498 shares
    Change vs previous 13F -678 shares

    3.14% of the 13F portfolio, value $3,884,409.

    13F-HR 0002095682-26-000002 filed by WJ 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 152,176 shares
    Change vs previous 13F +1,264 shares

    3.65% of the 13F portfolio, value $4,095,056.

    13F-HR 0002095682-26-000001 filed by WJ 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 150,912 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $3,975,022.

    13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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