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Disclosery

Athena Investment Management: SCHX position timeline

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

Athena Investment Management held 979,866 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 979,866 shares
    Change vs previous 13F -326,956 shares

    17.1% of the 13F portfolio, value $28,837,456.

    13F-HR 0001921093-26-000003 filed by Athena Investment Management
    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 1,306,822 shares
    Change vs previous 13F +58 shares

    17.38% of the 13F portfolio, value $33,506,916.

    13F-HR 0001921093-26-000002 filed by Athena Investment Management
    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 1,306,764 shares
    Change vs previous 13F -1,579 shares

    18.02% of the 13F portfolio, value $35,165,019.

    13F-HR 0001921093-26-000001 filed by Athena Investment Management
    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 1,308,343 shares
    Change vs previous 13F -12,965 shares

    17.95% of the 13F portfolio, value $34,461,755.

    13F-HR 0001921093-25-000006 filed by Athena Investment Management
    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 1,321,308 shares
    Change vs previous 13F -268 shares

    18.05% of the 13F portfolio, value $32,292,768.

    13F-HR 0001921093-25-000004 filed by Athena Investment Management
    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 1,321,576 shares
    Change vs previous 13F -51,415 shares

    17.67% of the 13F portfolio, value $29,180,398.

    13F-HR 0001921093-25-000002 filed by Athena Investment Management
    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 1,372,991 shares
    Change vs previous 13F +920,091 shares

    18.44% of the 13F portfolio, value $31,825,931.

    13F-HR 0001921093-25-000001 filed by Athena Investment Management
    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 452,900 shares
    Change vs previous 13F not available

    17.52% of the 13F portfolio, value $30,729,265.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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