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Anchor Investment Management, LLC: SCHX position timeline

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

Anchor Investment Management, LLC held 1,193,627 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-09-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,193,627 shares
    Change vs previous 13F +265 shares

    2.64% of the 13F portfolio, value $35,128,433.

    13F-HR 0001634149-26-000005 filed by Anchor Investment Management, LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 1,193,362 shares
    Change vs previous 13F +20,779 shares

    2.55% of the 13F portfolio, value $30,597,803.

    13F-HR 0001634149-26-000002 filed by Anchor Investment Management, 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 1,172,583 shares
    Change vs previous 13F +17,597 shares

    2.56% of the 13F portfolio, value $31,554,217.

    13F-HR 0001634149-26-000001 filed by Anchor Investment Management, 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 1,154,986 shares
    Change vs previous 13F +24,431 shares

    2.52% of the 13F portfolio, value $30,422,328.

    13F-HR 0001634149-25-000008 filed by Anchor Investment Management, 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 1,130,555 shares
    Change vs previous 13F -2,462 shares

    2.42% of the 13F portfolio, value $27,630,773.

    13F-HR 0001634149-25-000005 filed by Anchor Investment Management, 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 1,133,017 shares
    Change vs previous 13F +9,890 shares

    2.33% of the 13F portfolio, value $25,017,018.

    13F-HR 0001634149-25-000003 filed by Anchor Investment Management, 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 1,123,127 shares
    Change vs previous 13F +747,421 shares

    2.43% of the 13F portfolio, value $26,034,093.

    13F-HR 0001634149-25-000001 filed by Anchor Investment Management, 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 375,706 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $25,491,656.

    13F-HR 0001634149-24-000040 filed by Anchor Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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