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Disclosery

Belpointe Asset Management LLC: SCHX position timeline

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

Belpointe Asset Management LLC held 1,311,273 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,311,273 shares
    Change vs previous 13F -31,769 shares

    1.26% of the 13F portfolio, value $38,590,807.

    13F-HR 0001721242-26-000005 filed by Belpointe Asset Management LLC
    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 1,343,042 shares
    Change vs previous 13F -129,717 shares

    1.26% of the 13F portfolio, value $34,435,611.

    13F-HR 0001721242-26-000004 filed by Belpointe Asset 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 1,472,759 shares
    Change vs previous 13F +36,919 shares

    1.43% of the 13F portfolio, value $39,631,971.

    13F-HR 0001721242-26-000001 filed by Belpointe Asset 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 1,435,840 shares
    Change vs previous 13F +56,590 shares

    1.44% of the 13F portfolio, value $37,820,050.

    13F-HR 0001721242-25-000007 filed by Belpointe Asset 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 1,379,250 shares
    Change vs previous 13F -5,525 shares

    1.4% of the 13F portfolio, value $33,708,894.

    13F-HR 0001721242-25-000005 filed by Belpointe Asset 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 1,384,775 shares
    Change vs previous 13F +1,371,177 shares

    1.59% of the 13F portfolio, value $30,575,862.

    13F-HR 0001721242-25-000004 filed by Belpointe Asset 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 13,598 shares
    Change vs previous 13F -239 shares

    0.05% of the 13F portfolio, value $906,321.

    13F-HR 0001721242-25-000002 filed by Belpointe Asset 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 13,837 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $938,857.

    13F-HR 0001721242-24-000011 filed by Belpointe Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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