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Diversify Advisory Services, LLC: SCHX position timeline

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

Diversify Advisory Services, LLC held 313,560 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,560 shares
    Change vs previous 13F +157,526 shares

    0.08% of the 13F portfolio, value $9,143,412.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 156,780 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 156,780 shares

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

  2. period ended2026-03-31
    13F 156,034 shares
    Change vs previous 13F +3,887 shares

    0.08% of the 13F portfolio, value $4,372,071.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 0 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 156,034 shares

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

  3. period ended2025-12-31
    13F 152,147 shares
    Change vs previous 13F -991 shares

    0.13% of the 13F portfolio, value $4,158,165.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, 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 153,138 shares
    Change vs previous 13F -1,578 shares

    0.14% of the 13F portfolio, value $4,136,257.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, 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 154,716 shares
    Change vs previous 13F +29,821 shares

    0.15% of the 13F portfolio, value $3,937,529.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, 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 124,895 shares
    Change vs previous 13F -780 shares

    0.17% of the 13F portfolio, value $2,736,442.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, 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 125,675 shares
    Change vs previous 13F -1,595 shares

    0.16% of the 13F portfolio, value $2,893,043.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, 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 127,270 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,928,484.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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