SCHX ($SCHX) Insider Trading & Smart Money Activity

SCHX · Latest filing Oct 16, 2026

$SCHX has 12 13F position changes on file.

Insider buyers (12 mo)

0

Insider sellers (12 mo)

0

Net insider $ (12 mo)

$0

Congress trades (12 mo)

0

13F moves on file

12

Analyst ratings on file

0

SCHX insider buying and selling by quarter

Quarter	Insider buys	Insider sales	Congress buys / sales	13F added / cut
Q1 2026	0	0	0 / 0	0 / 0
Q2 2026	0	0	0 / 0	0 / 0
Q3 2026	0	0	0 / 0	0 / 0
Q4 2026	0	0	0 / 0	6 / 6

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All SCHX insider, congress, 13F and analyst activity

All 13F

Date	Source	Who	Action	Shares	Value / amount	ΔOwn	1W	1M	6M	Filing	Story
Oct 16, 2026	13F	Financial Synergies Wealth Advisors	Added	+4.19K sh	$8.31M						—
Oct 16, 2026	13F	Elser Financial Planning	Reduced	-4.94K sh	$3.87M						—
Oct 16, 2026	13F	DiNuzzo Private Wealth	Reduced	-678 sh	$12.45K						—
Oct 16, 2026	13F	Cantor Fitzgerald Investment Advisors L.P.	Added	+14.36K sh	$24.96M						—
Oct 16, 2026	13F	Aspiriant	Added	+38.70K sh	$7M						—
Oct 15, 2026	13F	Patriot Investment Management Group	Reduced	-4.18K sh	$8.90M						—
Oct 15, 2026	13F	Mission Wealth Management	Reduced	-503.68K sh	$8.75M						—
Oct 15, 2026	13F	Gleason Group	Added	+20.13K sh	$38.54M						—
Oct 15, 2026	13F	Charles Schwab Trust	Reduced	-645.18K sh	$107.79M						—
Oct 15, 2026	13F	Blue Trust	Added	+504.31K sh	$15.76M						—
Oct 14, 2026	13F	Godsey & Gibb	Added	+8.21K sh	$5.36M						—
Oct 14, 2026	13F	Focus Financial Network	Reduced	-25.07K sh	$17.58M						—

1W / 1M / 6M = how SCHX moved from the trade or filing date.

Institutions moving SCHX (13F)

• Financial Synergies Wealth Advisors1
• Elser Financial Planning1
• DiNuzzo Private Wealth1
• Cantor Fitzgerald Investment Advisors L.P.1
• Aspiriant1
• Patriot Investment Management Group1
• Mission Wealth Management1
• Gleason Group1
• Charles Schwab Trust1
• Blue Trust1
• Godsey & Gibb1
• Focus Financial Network1

Frequently asked questions

Which institutions changed their SCHX positions?

Recent 13F filers moving the stock include Financial Synergies Wealth Advisors, Elser Financial Planning, DiNuzzo Private Wealth, Cantor Fitzgerald Investment Advisors L.P. and Aspiriant.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.