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Transamerica Financial Advisors, LLC: SCHX position timeline

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

Transamerica Financial Advisors, LLC held 634,091 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 634,091 shares
    Change vs previous 13F -96,494 shares

    1.58% of the 13F portfolio, value $18,661,370.

    13F-HR 0001502149-26-000010 filed by Transamerica 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 730,585 shares
    Change vs previous 13F -82,889 shares

    1.6% of the 13F portfolio, value $18,732,201.

    13F-HR 0001502149-26-000006 filed by Transamerica 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 813,474 shares
    Change vs previous 13F -63,214 shares

    1.83% of the 13F portfolio, value $21,890,573.

    13F-HR 0001502149-26-000003 filed by Transamerica 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 876,688 shares
    Change vs previous 13F +8,420 shares

    1.92% of the 13F portfolio, value $23,091,949.

    13F-HR 0001502149-25-000029 filed by Transamerica 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 868,268 shares
    Change vs previous 13F +28,831 shares

    1.99% of the 13F portfolio, value $21,220,468.

    13F-HR 0001502149-25-000023 filed by Transamerica 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 839,437 shares
    Change vs previous 13F +24,102 shares

    1.89% of the 13F portfolio, value $18,535,000.

    13F-HR 0001502149-25-000012 filed by Transamerica 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 815,335 shares
    Change vs previous 13F +553,058 shares

    1.87% of the 13F portfolio, value $18,900,000.

    13F-HR 0000099189-25-000006 filed by Transamerica 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 262,277 shares
    Change vs previous 13F not available

    1.74% of the 13F portfolio, value $17,796,000.

    13F-HR 0000778209-24-000030 filed by Transamerica Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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