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Disclosery

Adero Partners, LLC: SCHX position timeline

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

Adero Partners, LLC held 66,265 SCHX shares at 2025-03-31 per its 13F-HR filed 2025-04-17.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 66,265 shares
    Change vs previous 13F -87 shares

    0.1% of the 13F portfolio, value $1,463,126.

    13F-HR 0001765380-25-000145 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 66,352 shares
    Change vs previous 13F +44,382 shares

    0.1% of the 13F portfolio, value $1,538,034.

    13F-HR 0001765380-25-000013 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 21,970 shares
    Change vs previous 13F +6 shares

    0.1% of the 13F portfolio, value $1,490,673.

    13F-HR 0001765380-24-000403 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 21,964 shares
    Change vs previous 13F -281 shares

    0.1% of the 13F portfolio, value $1,411,190.

    13F-HR 0001765380-24-000244 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 22,245 shares
    Change vs previous 13F -402 shares

    0.1% of the 13F portfolio, value $1,380,516.

    13F-HR 0001765380-24-000170 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 22,647 shares
    Change vs previous 13F +567 shares

    0.11% of the 13F portfolio, value $1,277,280.

    13F-HR 0001765380-24-000070 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 22,080 shares
    Change vs previous 13F +820 shares

    0.11% of the 13F portfolio, value $1,117,251.

    13F-HR 0001765380-23-000249 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 21,260 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,113,408.

    13F-HR 0001765380-23-000127 filed by Adero Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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