SCHX ($SCHX) Insider Trading & Smart Money Activity
$SCHX has 14 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
- 14
- 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 / 8 |
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
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 13F | RKL Wealth Management | Reduced | -30.52K sh | $54.26M | — | ||||||
| 13F | Financial Synergies Wealth Advisors | Added | +4.19K sh | $8.31M | — | ||||||
| 13F | Elser Financial Planning | Reduced | -4.94K sh | $3.87M | — | ||||||
| 13F | DiNuzzo Private Wealth | Reduced | -678 sh | $12.45K | — | ||||||
| 13F | Cantor Fitzgerald Investment Advisors L.P. | Added | +14.36K sh | $24.96M | — | ||||||
| 13F | Aspiriant | Added | +38.70K sh | $7M | — | ||||||
| 13F | ARS Wealth Advisors Group | Reduced | -5.77K sh | $532.44K | — | ||||||
| 13F | Patriot Investment Management Group | Reduced | -4.18K sh | $8.90M | — | ||||||
| 13F | Mission Wealth Management | Reduced | -503.68K sh | $8.75M | — | ||||||
| 13F | Gleason Group | Added | +20.13K sh | $38.54M | — | ||||||
| 13F | Charles Schwab Trust | Reduced | -645.18K sh | $107.79M | — | ||||||
| 13F | Blue Trust | Added | +504.31K sh | $15.76M | — | ||||||
| 13F | Godsey & Gibb | Added | +8.21K sh | $5.36M | — | ||||||
| 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)
Frequently asked questions
Which institutions changed their SCHX positions?
Recent 13F filers moving the stock include RKL Wealth Management, Financial Synergies Wealth Advisors, Elser Financial Planning, DiNuzzo Private Wealth and Cantor Fitzgerald Investment Advisors L.P..
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.
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