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Berkeley, Inc: SCHX position timeline

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

Berkeley, Inc held 154,416 SCHX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 154,416 shares
    Change vs previous 13F -357 shares

    1.43% of the 13F portfolio, value $4,544,474.

    13F-HR 0002051965-26-000003 filed by Berkeley, Inc
    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 154,773 shares
    Change vs previous 13F -7,452 shares

    1.33% of the 13F portfolio, value $3,968,377.

    13F-HR 0002051965-26-000002 filed by Berkeley, Inc
    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 162,225 shares
    Change vs previous 13F -37,794 shares

    1.39% of the 13F portfolio, value $4,365,482.

    13F-HR 0002051965-26-000001 filed by Berkeley, Inc
    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 200,019 shares
    Change vs previous 13F -4,182 shares

    1.69% of the 13F portfolio, value $5,268,506.

    13F-HR 0002051965-25-000002 filed by Berkeley, Inc
    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 204,201 shares
    Change vs previous 13F -5,681 shares

    1.79% of the 13F portfolio, value $4,990,671.

    13F-HR 0001085146-25-004782 filed by Berkeley, Inc
    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 209,882 shares
    Change vs previous 13F -33,250 shares

    2.17% of the 13F portfolio, value $4,634,190.

    13F-HR 0001085146-25-002529 filed by Berkeley, Inc
    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/A 243,132 shares
    Change vs previous 13F +99,018 shares

    2.92% of the 13F portfolio, value $5,635,799.

    13F-HR/A 0001085146-25-001875 filed by Berkeley, Inc
    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/A 144,114 shares
    Change vs previous 13F not available

    2.85% of the 13F portfolio, value $9,778,136.

    13F-HR/A 0001085146-25-001874 filed by Berkeley, Inc
    Filed (acceptance time not in the bulk data set), ingested

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